At a Glance
- Tasks: Provide exceptional service and tailored tax advice to high-net-worth clients.
- Company: Join a leading firm with a focus on private client services.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth and involvement in business development.
- Why this job: Make a real impact by advising clients on complex tax matters.
- Qualifications: 6+ years PQE in tax or private client law; strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
As a Senior Associate in the Private Client team, your role is to provide an excellent service to clients, through solution-based advice, inspiring trust and confidence and by being actively engaged in clients’ issues. The role involves advising clients on a broad range of tax and private client matters, supporting partners and other fee earners in the Private Client team and regularly working alongside fee earners in the Private Wealth, Property, Corporate and Dispute Resolution departments. You will already have an understanding of UK and international tax law but will be supported at all times by Partners within the team to develop this knowledge and apply it to meet the needs of our clients.
Key Responsibilities
- Drafting tailored tax advice and planning solutions for clients, both UK and international.
- Implementation of advice for clients, including liaising where necessary with other departments and overseas tax/legal counsel.
- Day to day management of client files from inception of a matter to completion, including scoping and quoting for new matters, keeping clients updated as a matter progresses and billing.
- Liaising with intermediaries on behalf of clients including bankers, financial advisers and trustees.
- Managing HMRC enquiries and disclosures.
- Advising on founder/management equity, employment related securities, and incentive arrangements.
- Drafting bespoke deeds, agreements and Wills.
- Researching discrete areas of tax and trusts law; and supporting the Private Wealth, Real Estate, Corporate, Litigation and Finance departments with advice needed by their HNW/UHNW clients.
General Responsibilities
- Dealing directly with clients and taking primary responsibility for cases or specific tasks.
- Taking work from a number of Partners and Associates and managing workload.
- Leading workstreams on multi-disciplinary matters with Private Wealth, Corporate, Real Estate, Finance and Disputes teams.
- Drafting all documentation observing house style.
- Meeting all financial targets.
- Assisting in Business Development and Marketing initiatives.
- Supervising junior members of the department including Paralegals and Trainees where required.
- Keeping up to date with developments in the law, attending training sessions (internal and external) and contributing to department training initiatives.
- Maintaining a working knowledge of corporate tax concepts relevant to owner managed and privately held businesses.
Person Specification
- We look for talented technical lawyers with the commercial expertise to manage a HNW and UHNW entrepreneurial client base.
- Confirmed admission to the roll of Solicitors in England & Wales (overseas solicitors with UK experience who do not require visa sponsorship will also be considered).
- Excellent academics.
- At least 6 years’ PQE in a tax team or international Private Client team within private practice.
- ATT, CTA or STEP qualifications (or you will have started studying for these qualifications or be willing to do so in the near future).
- A demonstrable track record of excellent client care and direct client contact.
- A willingness to be actively involved in Marketing and Business Development.
- A flexible attitude and the ability to work effectively as part of a diverse and inclusive team.
- You will be a confident communicator with a positive work ethic and the ability to build credible relationships with clients both internal and external.
- We are looking for an individual who presents themselves with professionalism and polish, who will inspire the confidence of clients and colleagues.
Senior Associate employer: Fladgate LLP
As a Senior Associate in our Private Client team, you will thrive in a dynamic and supportive environment that prioritises professional growth and client satisfaction. Our commitment to fostering a collaborative culture ensures that you will work closely with experienced partners and diverse teams, providing you with unparalleled opportunities to enhance your expertise in UK and international tax law while making a meaningful impact on high-net-worth clients. Located in a vibrant area, we offer competitive benefits and a strong emphasis on work-life balance, making us an exceptional employer for those seeking a rewarding career.