Senior Tax & Trusts Advisor – Bristol – Leadership Role

Location: Bristol
Type of Role: Permanent, Full-time (flexible and hybrid working available)
Salary: £65,000 to £85,000, depending on experience

A leading regional law firm is seeking an experienced Trusts and Estates Tax Advisor to lead its Bristol-based team. This is a senior leadership role offering the opportunity to manage a high-value client portfolio, oversee a growing team, and shape the strategic development of the firm’s Trusts and Estates Tax offering.

The Role

You’ll be responsible for:
• Leading and supervising a team of Trusts and Estates Tax Executives
• Managing a portfolio of high-net-worth trusts and estates
• Conducting KPI and SRA matter reviews
• Overseeing team financials and operational performance
• Providing trust administration and tax compliance services
• Supporting technical advisory queries across the firm
• Driving internal process improvements and external initiatives
• Assisting with FATCA, TRS, and CRS reporting
• Collaborating with senior leadership on strategic development
• Supporting the growth of the firm’s Trust Corporation offering

Candidate Requirements

This role is suited to a senior advisor with:
• Extensive experience in trust taxation, administration, and management
• Familiarity with trust account preparation and compliance
• Strong leadership and organisational skills
• Experience mentoring junior colleagues
• A collaborative and proactive approach
• Strategic thinking and commercial awareness
• Experience with Trust Corporations (preferred)

Benefits

The firm offers:
• Competitive salary package (£65,000 to £85,000 DOE)
• 30 days annual leave plus bank holidays
• Long service holiday awards
• Private healthcare (BUPA)
• Scottish Widows pension scheme (5% employer / 5% employee)
• Staff profit share and performance bonus schemes
• Life assurance and permanent health insurance
• Paid CSR day and enhanced parental leave
• Subsidised gym membership and electric car scheme
• Hybrid working and “Dress for Your Day” policy

How to Apply

If this opportunity sounds of interest or you’d like a confidential conversation about your next career move, please contact:
Email: oliviareed@chadwicknott.co.uk
Phone: 0117 917 1515 / 07711 799761