Tax & Trust Adviser - Cardiff

Chadwick Nott

  • Cardiff
  • Permanent
  • Part-time
  • 22 days ago
Tax & Trust Adviser - CardiffLeading national law firm and Wales heavyweight, have an exciting opportunity for an experienced Tax & Trust Adviser to join their Cardiff office as part of their Trust Management and Advisory Team within the highly regarded Succession and Tax Practice Group.This role is ideal for a candidate with extensive trust management experience, gained in a finance organisation or trust company. You will work closely with our Trust Manager, Tax Technicians, and wider Succession and Tax Team to support partners in advising both professional and lay trustees.About the role:
You will play a key role in delivering trust advisory and administrative support, helping trustees and beneficiaries with:
  • Trust distributions and tax planning (IHT, CGT)
  • Managing trusts approaching the end of their term
  • Winding up trusts and implementing planning strategies
  • Overseeing charitable trusts alongside the Charities advisory team
  • Monitoring key deadlines such as ten-year charges
  • Trust accounting and inheritance tax returns
  • Supporting routine trust administration alongside Trust Manager and paralegal
  • Assisting with tax and trust projects, including Trust Registration Service (TRS) compliance
  • Training and mentoring junior team members
In return you can expect a strong platform for career development in a supportive and thriving environment.The firm offer flexible working, with a typical week involving two or three office days and the rest remote. Part-time and reduced-hours candidates are welcome to apply.To be considered:
  • Relevant professional qualification (Solicitor, CILEX, STEP, ATT, or CTA)
  • Minimum five years' experience in a private client or trust department
  • Strong client-facing skills with excellent interpersonal communication
  • Ability to prioritise, meet critical deadlines, and manage matters effectively
  • Proactive and confident in problem-solving to achieve the best client outcomes
  • IT proficient and self-motivated
This is a fantastic opportunity to develop your expertise in a firm that values innovation, professional growth, and work-life balance.For more information about this role please contact Hannah Somers at Chadwick Nott.(t) 0117 917 1929
(m) 07435 943574
(e)*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.*

Chadwick Nott