Tax & Trusts Knowledge Lawyer

Surrey Permanent View Job Description
Join a top-tier Private Client team as a Knowledge Lawyer, supporting high-value tax and trusts work for a diverse and prestigious client base. This strategic role blends legal expertise with know-how, training, and innovation in a collaborative, flexible environment.
  • Work with complex trusts and tax planning matters.
  • Shape training and precedents for high-value work.

About Our Client

A highly respected and top-tier ranked Private Client team is seeking a Knowledge Lawyer to support its growing Tax & Trusts practice. This is a fantastic opportunity to join a dynamic, collaborative team that acts for a broad spectrum of national and international clients, from affluent families and trustees to globally wealthy individuals and entrepreneurs.

The role sits at the heart of the team, supporting lawyers with know-how, precedents, training, and internal projects aimed at enhancing client service and operational efficiency.

Job Description

Key Responsibilities

  • Maintain and expand a comprehensive suite of precedents and guidance notes.
  • Monitor legal developments and communicate updates to the team.
  • Design and deliver engaging internal training sessions.
  • Provide technical support and act as a sounding board on complex matters.
  • Manage learning and development plans for trainees and new joiners.
  • Contribute to business development initiatives and internal strategic projects.
  • Draft client-facing articles, thought leadership pieces, and briefing notes.
  • Support implementation of legal tech solutions and knowledge systems.
  • Collaborate with other Knowledge Lawyers across the firm.



The Successful Applicant

About You

  • Qualified solicitor with 5+ years PQE in private client work, ideally with experience in UK and international tax and estate planning, trusts, LPAs, and estate administration.
  • Existing PSLs or fee-earners looking to transition into a knowledge role are welcome.
  • Strong legal research and drafting skills, with a clear and concise writing style.
  • Excellent communication and interpersonal skills.
  • Highly organised, proactive, and able to manage competing priorities.
  • Experience in training design and delivery (desirable).

What's on Offer

  • A strategic, high-impact role at the heart of a top-tier Private Client team
  • Flexible working options, including part-time and hybrid arrangements
  • Competitive salary with a comprehensive benefits package
  • Opportunities to shape know-how, training, and innovation across the practice
  • A collaborative, inclusive culture that values personal development and wellbeing
  • Recognition and support for transitioning into a knowledge role if coming from fee-earning
Contact
Tom Mastin-Lee
Quote job ref
JN-102025-6872084
Phone number
+442072692143

Job summary

Job function
Legal
Subsector
Private Client
Sector
Business Services
Location
Surrey
Contract type
Permanent
Consultant name
Tom Mastin-Lee
Consultant phone
+442072692143
Job reference
JN-102025-6872084