Senior Tax & Trusts Advisor - Bristol - Leadership Role

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

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*