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Flint Bishop

Associate - Wills, Probate, Tax & Trusts

Full-Time No home office possible

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Associate – Wills, Probate, Tax & Trusts

Department: Wills, Probate, Tax & Trusts (North)

Location: York

We are currently recruiting an experienced Wills, Probate, Tax & Trusts Solicitor to join our team in the North, working from our York offices and serving clients from the York and surrounding areas. You will have significant experience and PQE and be able to work with minimal supervision and support the Firm’s objective to grow the York office.

This role is responsible for managing a significant caseload of Wills, Probate, Tax & Trust matters including high value estate administration. Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times. You will support more junior team members in their ongoing development and supervise work where required. You will provide an excellent, client-focused service at all times and a can‑do attitude towards assisting members of the team. This role is full‑time, based at our offices in York, and reports to the Head of Wills, Probate, Tax & Trusts (North).

Key Responsibilities

Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include:
Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes;
Preparing all types of Wills;
Dealing with high value estate administration;
Inheritance tax planning;
Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting;
Setting up and administering trusts;
Managing personal WPTT matters and supporting junior team members on more complex matters alongside senior members of the team;
Ensuring matters are kept up to date in systems and new advancements are communicated to the relevant team members;
Providing ongoing technical support on matters for more junior fee‑earners;
Ensuring appropriate allocation of fee‑earning matters to more junior fee‑earners;
Recording all time in the Tikit system, including non‑billable activities;
Having an active input in business development efforts for the department and the growth of the York office presence;
Supporting departmental audits as and when required;
Taking on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts (North).

Skills, Knowledge And Expertise

Be a qualified Solicitor or Chartered Legal Executive with significant experience running your own Wills, Probate, Tax & Trust files with minimal supervision.
Exceptional verbal and written communication skills, with the ability to communicate complex legal concepts to clients and stakeholders.
High level of professionalism, integrity, and ethical conduct.
Ability to work independently, prioritise tasks, and meet deadlines.

Disclosure will be required in the event that a position is offered. Financial checks will be required in the event that a position is offered.