Wills Trusts and Tax Lawyer

Wills, Tax & Trusts Lawyer
Somerset
Salary up to 70k DOE

Yolk Recruitment is supporting a well-established and highly regarded Somerset law firm with the recruitment of a Wills, Tax & Trusts Lawyer to join its Private Client team in Wells. This is an excellent opportunity for an experienced Private Client Solicitor or Chartered Legal Executive who enjoys high-quality, complex work and wants to join a respected firm with a strong reputation across the local market.

You will be advising clients on a broad range of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney. The quality of work is exceptional, often involving complex and high-value instructions, making this a brilliant opportunity for a Private Client Lawyer who wants to develop their technical expertise while delivering an empathetic and personal service to clients.

This is what you will be doing

As a Wills, Tax & Trusts Lawyer, your day-to-day duties will include:

• Managing a varied caseload of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney.
• Preparing and advising on all aspects of wills, including more complex and high-value instructions.
• Setting up and managing lifetime trusts, including overseeing annual tax returns and related administration.
• Managing estate and trust administration matters from instruction through to completion.
• Advising clients on inheritance tax planning, with a working knowledge of capital taxes.
• Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney, including property and financial affairs, and health and welfare matters.
• Keeping up to date with developments in private client law, taxation and compliance to ensure accurate and effective advice.
• Delivering high-quality, empathetic client care while building strong relationships with existing clients and professional referrers.
• Supporting business development by building rapport with local accountants, financial advisers, surveyors and other introducers, while actively attracting new clients.

The experience you will bring to the team

You will bring the following experience to the Private Client team:

• Experience as a Private Client Solicitor, Chartered Legal Executive or experienced Wills, Tax & Trusts Lawyer.
• Strong technical knowledge across wills, trusts, estate administration, tax planning and powers of attorney.
• A working knowledge of inheritance tax and capital taxes.
• Experience managing complex and high-value private client matters.
• Excellent client care skills, with the ability to provide sensitive, clear and empathetic advice.
• Strong communication skills and confidence building relationships with clients, professional referrers and local contacts.
• Good organisation, attention to detail and the ability to manage a busy caseload effectively.
• A proactive approach to business development and maintaining strong professional relationships.

This is what you will get in return

• Competitive salary, dependent on experience.
• The opportunity to join a well-established and highly regarded Somerset law firm.
• High-quality private client work, including complex and high-value instructions.
• A supportive and collaborative Private Client team.
• Genuine scope to build long-term client relationships and develop your profile locally.
• The opportunity to work closely with accountants, financial advisers, surveyors and other professional referrers.
• A role based in Somerset with a respected firm that has a strong presence across the local market.

Are you up to the challenge?

If you're a Private Client Lawyer, Wills, Tax & Trusts Lawyer, Solicitor or Chartered Legal Executive looking for a high-quality private client role in Wells, we'd love to hear from you. Apply today or get in touch to find out more. All enquiries will be handled in the strictest confidence by Yolk Recruitment. If you are looking to pursue the next step in your career with a highly regarded law firm, we encourage you to apply by contacting Oliver Coodye on (phone number removed) or alternatively send your CV

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk, allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive, we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying, then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.