At a Glance
- Tasks: Advise on complex tax matters for high-value clients, including trusts and estates.
- Company: Leading private client firm in Central London with a stellar reputation.
- Benefits: Highly competitive salary, excellent benefits, and strong career prospects.
- Why this job: Join a collaborative team and work on intellectually challenging tax issues.
- Qualifications: Qualified solicitor with 5+ years’ PQE and strong tax experience.
- Other info: Flexible working options in a modern, forward-thinking environment.
The predicted salary is between 125000 - 200000 £ per year.
A leading, specialist private client team in central London is seeking a senior Private Client Associate (5+ PQE) with a strong tax-led private wealth practice to join its highly regarded team.
This role is ideally suited to a lawyer whose expertise sits at the intersection of tax, trusts, estates, and succession planning, and who enjoys advising on complex, high-value matters for sophisticated clients.
The Role
The successful candidate will advise on a broad range of tax-driven private client matters, including:
- UK tax planning for trusts, estates, and high-value succession structures
- Inheritance tax planning and mitigation strategies
- Capital gains tax and income tax issues relating to trusts and estates
- Tax aspects of estate administration and probate, including complex and taxable estates
- Creation, restructuring, and termination of trusts
- Advising UHNW individuals, families, trustees, and family offices on long-term wealth and estate planning
- Working closely with accountants and other professional advisers on technically complex tax issues
The role offers significant autonomy, direct client contact, and the opportunity to work on intellectually rigorous, tax-heavy matters at the highest level of the market.
The Candidate
You will:
- Be a qualified solicitor with 5+ years’ PQE in private client work
- Have strong specialist tax experience, particularly in relation to trusts, estates, and probate
- Be comfortable advising on technically complex tax issues and providing strategic, long-term planning advice
- Have excellent technical ability, judgement, and client-handling skills
- CTA qualification is desirable but not essential
The Firm
A leading specialist private client firm with an outstanding reputation for tax and wealth structuring
- High-quality, complex work for a sophisticated client base
- Collaborative, expert-led culture with genuine depth of technical expertise
- Central London location
Remuneration
- Highly competitive salary from £125,000+, dependent on experience
- Excellent benefits and strong long-term career prospects
- Join a highly respected team in Central London
- Hybrid, flexible working
- Modern, forward thinking firm
Please reach out to chloe.jermyn@oculuslegalgroup.com if of interest.
Senior Private Client Tax Solicitor employer: Chloe Jermyn
Contact Detail:
Chloe Jermyn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Solicitor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the firm and understanding their values and recent cases. Practice common interview questions and think about how your experience aligns with the role. We want you to walk in feeling confident and ready to impress!
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your specific skills in tax, trusts, and estates. Share examples of complex cases you've handled. We want them to see you as the go-to expert they need on their team!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that role! It shows you’re serious about joining us and makes it easier for us to keep track of your application. Let’s get you on board!
We think you need these skills to ace Senior Private Client Tax Solicitor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of PQE in private client work, especially your tax experience. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in trusts, estates, and probate.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your ability to handle complex tax issues and your approach to long-term wealth planning.
Showcase Your Client Handling Skills: We value excellent client-handling skills, so make sure to include examples of how you've successfully advised UHNW individuals or families. Highlight any direct client contact you've had and how you navigated complex situations.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Chloe Jermyn
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around trusts, estates, and succession planning. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Client Skills
Prepare examples that highlight your client-handling skills. Think about times when you've advised UHNW individuals or families and how you tailored your advice to meet their unique needs.
✨Understand the Firm's Culture
Research the firm’s collaborative culture and be prepared to discuss how you can contribute to it. Mention any experiences where you've worked closely with accountants or other professionals on complex matters.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team. This shows your genuine interest in the position and helps you gauge if the firm aligns with your career goals, especially regarding long-term wealth and estate planning.