Private Client Associate (3-6 years PQE)

Chargeable Hours: 1350 hours

About Us
Our clients dynamic Private Client Team, renowned for providing innovative tax and estate planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and business owners with complex interests. Our team’s unique market position is highlighted by our extensive entrepreneurial client base and our commitment to delivering tailored solutions.

Role Overview
As a Private Client Associate, you will engage directly with clients, offering comprehensive tax and estate planning services. Your responsibilities will include advising on a broad spectrum of tax matters, managing client files, and collaborating with various departments to meet client needs effectively. You will have the opportunity to develop your expertise in UK and international tax law with support from experienced partners.

Key Responsibilities

• Provide tailored tax advice and planning solutions for both UK and international clients.
• Manage client files from inception to completion, including quoting, updating clients, and billing.
• Liaise with intermediaries, such as bankers, financial advisers, and trustees, on behalf of clients.
• Draft bespoke deeds, agreements, and wills, and conduct research in tax and trusts law.
• Support other departments (real estate, corporate, litigation, and finance) with private client advice.
• Engage directly with clients, taking primary responsibility for cases or specific tasks.
• Meet all financial targets and assist in business development and marketing initiatives.
• Supervise junior team members, including paralegals and trainees, as needed.
• Stay updated with legal developments, attend training sessions, and contribute to departmental training.

Ideal Candidate Profile
We are seeking a talented lawyer with a strong commercial acumen to manage our HNW and UHNW client base. The ideal candidate will possess the following qualifications and attributes:

• Solicitor qualification in England & Wales (or equivalent) with a minimum of 3 years PQE in a tax or international private client team.
• Relevant qualifications (ATT, CTA, or STEP) or willingness to pursue these.
• Proven track record of excellent client care and direct client interaction.
• Enthusiasm for marketing and business development initiatives.
• A collaborative mindset with the ability to thrive in a diverse and inclusive team environment.
• Strong communication skills and a proactive approach to building client relationships.

Benefits
Our client offers a comprehensive benefits package, including:

• Life assurance scheme (5x annual salary)
• 26 days of annual leave, with the option to buy additional holiday
• Flexible working arrangements, including a hybrid model of remote and office work
• Personal training/yoga sessions and access to a 24/7 online GP service
• Competitive pension contributions and other financial benefits
• Support for health and wellbeing, including private medical insurance and counselling services

Inclusion & Diversity
Our client prioritises creating a diverse and inclusive workplace where every team member feels valued and heard. Our commitment to inclusion is central to our success and informs our recruitment, retention, and development practices.

Application Process
If you are passionate about private client law and are looking for an opportunity to grow within a supportive environment, we encourage you to apply. Join us and be part of a team that values innovation, collaboration, and excellence.