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Partner – Trust, Tax and Estates
Stone King LLPPartner handling complex Trusts, Tax and Estates matters at Stone King in Cambridge. Leading and developing client relationships with a focus on high-net-worth individuals and families.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Trusts, Tax, and Estates, with a strong focus on high-net-worth clients and complex legal matters. Proven ability in business development, client relationship management, and team leadership while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Trusts, Tax, And Estates ExpertiseBusiness Development And MarketingClient Relationship ManagementTeam Leadership And MentoringStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complex WillsTrust StructuringSuccession PlanningCaseload ManagementFinancial Performance ManagementRegulatory ComplianceTime RecordingBilling DisciplineCost AwarenessStakeholder Engagement
Soft Skills
Organizational SkillsCollaborationProblem-SolvingAdaptabilityInfluencing Skills
Industry Keywords
High-Net-Worth ClientsFiduciariesCharitable BodiesEast Anglia MarketLegal Developments
About the role
Key responsibilities & impact- Leading on a broad range of trust, tax and estate matters, including succession planning, complex wills, trusts structuring and administration, and advising high-net-worth individuals, families, fiduciaries and charitable bodies.
- Effectively manage an individual caseload, and delegate to and provide supervision to more junior members of the team as required.
- Playing a key role in the growth and development of the Cambridge offering, contributing to the strategic direction of the Trust, Tax and Estates team.
- Foster a culture of learning, collaboration, and high performance across the team.
- Work in a collegiate and collaborative way within an immediate Team and wider Firm environment.
- Build and maintain strong client relationships to generate new work and retain existing clients.
- Contributing to business development, profile‑raising and strategic growth of the team.
- Communicate promptly and effectively both internally to colleagues and externally to clients.
- Continuing your professional development and staying updated with legal developments in the field.
- To carry out your work for both colleagues and clients to the highest possible standard, having regard to the Firm’s standards, procedures and core values.
- To attend and be involved in preparation for marketing and business development events and activities.
- Ensure compliance with regulatory and professional standards.
- Drive profitability and efficiency while maintaining quality of service.
- Feed into the budget process annually and take responsibility for the financial performance of the Trust, Tax and Estates team.
- Mentoring and developing junior lawyers and associates
Requirements
What you’ll need- The candidate will have extensive experience working as a solicitor with Trusts, Tax and Estates, in particular matters of HNW clients.
- Strong technical expertise across a broad range of private client matters, with the ability to lead on complex work.
- Previous experience of pro-active business development and marketing; ability to demonstrate generation of new revenue streams and be able to promote the firm and cross-sell other specialisms internally and externally.
- Candidates should be well-organised, technically proficient and a leader.
- Have excellent communication skills, addressing any potentially difficult conversations promptly and with skill.
- Proven experience in independently managing a caseload, demonstrating strong organisational skills and good financial hygiene (e.g. accurate time recording, billing discipline, and cost awareness).
- Existing connections or networks within the Cambridge or wider East Anglia market.
- Experience of supervision and development of other team members.
- Strong stakeholder engagement skills and confidence to challenge constructively and offer alternative approaches.
- Solutions focused approach with drive to improve processes and outcomes.
- Strong organisation skills, taking full ownership of tasks and ensuring delivery within agreed deadlines.
- Excellent written and verbal communication skills, with the ability to convey ideas and influence decision-making effectively.
- Adaptable approach in managing workload and supporting others.
- Ability to work collaboratively and team-first attitude.
Benefits
Comp & perks- Competitive salary
- Profit Share Scheme
- Cycle to work scheme
- Private Medical Insurance
- Life assurance (4 x salary)
- Pension scheme
- 33 days holiday (in addition to statutory UK holidays)
- Additional day allocated for CSR activities per annum