Senior Associate - Private Client

• Providing bespoke estate planning advice to mid to HNW clients

• Preparing complex Wills for mid to HNW clients

• Preparing Lasting Powers of Attorney for mid to HNW clients

• Dealing with the administration of taxable and non -taxable estates

• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements

• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)

• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law

• Providing business succession planning to business owners including sole traders, partners, and shareholders 

• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning 

• Attending networking events to build firm reputation and develop professional connections

Requirements

• 8+ years PQE

• Experience preparing self -assessment tax returns 

• SFE and/or STEP membership (highly desirable) 

• Excellent attention to detail, organisational and communication skills 

• Great time management skills 

• Self -motivated, outgoing and proactive

• Professional and works well both independently and in a team

• Calm under pressure 

Benefits

• Competitive salary plus bonus. Our client recognises hard work. 
  
• Holidays. 26 days plus bank holiday
  
• Flexibility: Our client is open to suggestions, and wants you to work in a way that works for you! 
  
• Birthday Off
  
• Pension Contributions
  
• Life insurance
  
• Income protection 
  
• Vitality health insurance. 
  
• Medicash healthcare cash plan
  
• Wellbeing support. We’re passionate about wellbeing, including Calm premium, 24/7 employee helpline and general lifestyle assistance.