Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol
Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol

Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol

Bristol Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Managing Associate or Director, handling trusts, estates, and tax for high-net-worth clients.
  • Company: Freeths is a top-tier law firm with a renowned Private Client Services Team, recognised for excellence.
  • Benefits: Enjoy flexible working arrangements and opportunities for professional development in a supportive environment.
  • Why this job: Work alongside industry leaders on impactful cases while contributing to innovative solutions for clients.
  • Qualifications: Candidates should have relevant legal experience and a passion for client service in the tax and estate sector.
  • Other info: Be part of a diverse and inclusive team that values collaboration and open communication.

The predicted salary is between 43200 - 72000 £ per year.

Join to apply for the Trusts Estates and Tax Managing Associate or Director role at Freeths.

About The Freeths Private Client Services Team

The Freeths PCS team is 50 strong and spread nationally across our offices. For 15 consecutive years Freeths’ Trusts, Estate and Tax lawyers have secured a Tier 1 ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.

The Top Tier Oxford Trusts, Estates and Tax Team is jointly led by Partners Louise Lewis and Lisa Mark-Bell, who are both listed in Chambers (HNW) and Legal 500. Lisa is dual qualified as a solicitor and a chartered tax adviser and both are based in our Oxford office.

About The Role

The team are seeking a Managing Associate or Director level lawyer to join them in Oxford. For this role, we can be very flexible with the office requirements. We can consider someone who is able to work one day in our Oxford office and two days in another office. Candidates must be able to attend the Oxford office at least one day per week.

The team cover a range of matters for high and ultra-high net worth clients and we have specialists in all areas of trusts, estates and tax with members of the team advising clients with international, agricultural, literary, business and other assets. Directors and Partners all specialise in particular areas, including acting as independent administrators in high net worth contested estates, advising on complex mental capacity issues, administering cross-border estates and advising agricultural clients.

The team is recognised for its ability to work flexibly to find solutions. An example of this is the firm’s Private Wealth Initiative in which members of the Corporate and TET teams work together to build succession and tax plans for business owners.

This role will give you the opportunity to develop professionally, working on high quality instructions alongside leaders in their respective fields. There will be a good level of supervisory responsibilities involved and business development activities will be supported and encouraged.

Smart. Bold. Together. We Are Freeths. Become part of the team at Freeths. Do we sound like a match? If you’re someone who cares deeply, communicates openly and collaborates effectively, then we’d love to have you join our diverse, inclusive team.

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Accounting/Auditing and Finance
  • Industries: Law Practice

Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol employer: Freeths

Freeths is an exceptional employer, offering a dynamic work culture that prioritises flexibility and collaboration. With a strong focus on professional development, employees have the opportunity to work alongside leading experts in trusts, estates, and tax law, while also engaging in meaningful business development activities. Located in the vibrant cities of Oxford and Bristol, Freeths fosters an inclusive environment where diverse perspectives are valued, making it an ideal place for those seeking a rewarding career in a top-tier legal team.
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Contact Detail:

Freeths Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol

✨Tip Number 1

Network with professionals in the trusts, estates, and tax sectors. Attend relevant legal seminars or workshops in Oxford and Bristol to meet potential colleagues and learn more about the industry. This can help you gain insights into the firm’s culture and values.

✨Tip Number 2

Familiarise yourself with Freeths’ recent cases and achievements in the trusts and estates field. Understanding their approach and success stories will allow you to speak knowledgeably during interviews and demonstrate your genuine interest in joining their team.

✨Tip Number 3

Showcase your flexibility and adaptability, as the role allows for a mix of office locations. Be prepared to discuss how you can effectively manage your time and responsibilities across different offices while maintaining high-quality work.

✨Tip Number 4

Engage with the firm’s online presence, including their social media and website. Comment on their posts or share relevant articles to demonstrate your enthusiasm for the role and the firm’s initiatives, such as the Private Wealth Initiative.

We think you need these skills to ace Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol

Trusts and Estates Law
Taxation Expertise
Client Relationship Management
Business Development
Cross-Border Estate Administration
Complex Problem Solving
Communication Skills
Supervisory Skills
Attention to Detail
Analytical Skills
Flexibility and Adaptability
Knowledge of High Net Worth Client Needs
Collaboration and Teamwork
Understanding of Mental Capacity Issues

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Trusts Estates and Tax Managing Associate or Director position. Tailor your application to highlight relevant experience in trusts, estates, and tax law.

Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with high net worth clients and any specific areas of expertise that align with the role, such as cross-border estates or complex mental capacity issues.

Showcase Your Skills: Demonstrate your ability to work flexibly and collaboratively. Mention any previous roles where you successfully managed teams or projects, particularly in a legal context, to show you can thrive in a supervisory position.

Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for the role and the firm. Discuss why you want to join Freeths specifically and how your values align with their commitment to diversity and collaboration.

How to prepare for a job interview at Freeths

✨Know Your Stuff

Make sure you have a solid understanding of trusts, estates, and tax law. Familiarise yourself with recent changes in legislation and be prepared to discuss how they might impact high net worth clients.

✨Showcase Your Experience

Be ready to share specific examples from your past work that demonstrate your expertise in managing complex cases. Highlight any experience you have with international or contested estates, as this will be particularly relevant.

✨Demonstrate Flexibility

Since the role offers flexible working arrangements, be prepared to discuss how you can adapt to different office environments and collaborate effectively with team members across locations.

✨Emphasise Teamwork and Communication

Freeths values collaboration, so highlight your ability to work well in a team. Share examples of how you've successfully communicated with clients and colleagues to achieve positive outcomes.

Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol
Freeths
Location: Bristol
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  • Trusts Estates and Tax Managing Associate or Director - Oxford and Bristol

    Bristol
    Full-Time
    43200 - 72000 £ / year (est.)
  • F

    Freeths

    250-500
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