Paralegal - Tax, Trusts & Estates

Your New Firm

Our client is a highly respected law firm with an outstanding reputation in Private Wealth, Trusts and Tax. The firm is known for its work with private clients and for providing clear, supportive guidance across a range of personal and financial matters. The Private Wealth team forms part of a wider group that offers comprehensive assistance with day‑to‑day legal and administrative needs, including wills, estates, trusts and general planning.

Your New Role

In this position, you will support the delivery of a broad range of trust administration activities. This may include assisting with the day‑to‑day running of various trust arrangements, helping to prepare documents needed for routine processes, and providing general support around trustee‑related tasks as required. You may also be involved in preparing paperwork for meetings and helping to keep key records up to date. Your responsibilities will include supporting the preparation of standard documentation such as minutes and resolutions, assisting with annual reviews, maintaining accurate trust records and accounts, managing TRS submissions, and helping with the preparation of tax‑related paperwork. You will also provide wider administrative assistance to the team, help ensure smooth day‑to‑day operations, and have opportunities to contribute to team projects and business development as the department continues to grow.

What You'll Need to Succeed

Ideally, you will have around two years' experience in trust administration, tax‑related work, or a similar financial or administrative environment. The firm is flexible on background, and relevant experience could include working as a Paralegal, Legal Assistant, qualified Solicitor (particularly with a focus on tax), or in a related financial role. A STEP or ATT qualification, or progress towards one, would be advantageous. You will demonstrate strong organisational skills, excellent attention to detail, and the ability to manage a varied workload with confidence. A supportive, client‑focused approach is essential, along with the ability to work effectively as part of a collaborative team. Clear communication skills and a genuine interest in developing your knowledge in this area will also be key to success in the role.

What You'll Get in Return

You will be joining a supportive, highly skilled and well‑resourced Private Wealth team within a firm that genuinely prioritises career development and long‑term progression. The role offers excellent scope and variety, with a broad and challenging workload that provides plenty of opportunities to deepen your expertise in trust and tax matters. The role offers hybrid working with a balance of home and office‑based work, and can be based at one of several regional offices.

What You Need to Do Now

If you are interested in this role or would like a confidential discussion about your experience, please get in touch. If this opportunity isn't quite right for you, but you are exploring new roles within private client, trusts or tax, we would still be delighted to hear from you.We would expect a professional with stated experience to meet the technical requirements of the role, but we welcome applications from those who can demonstrate the required skills and capability at a different level.

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