At a Glance
- Tasks: Provide exceptional client service in trusts, estates, and tax matters for high-net-worth clients.
- Company: Join Freeths, a top-tier legal firm with a collaborative and inclusive culture.
- Benefits: Competitive salary, professional development, and opportunities to work with industry leaders.
- Other info: Be part of a diverse team that values collaboration and open communication.
- Why this job: Make a real impact while developing your career in a dynamic and supportive environment.
- Qualifications: 4-6 years PQE in private client law with strong commercial acumen.
The predicted salary is between 55000 - 65000 £ per year.
About the Freeths Private Client Services Team
The 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 led by Lisa Mark-Bell (Partner), with Louise Lewis (Partner) as National Head. Both are listed in Chambers (HNW) and Legal 500. Lisa is dual qualified as a solicitor and a chartered tax adviser.
About the role
We would be ideally interested in speaking with private client lawyers from 4 – 6 years PQE. The team covers a range of matters for high and ultra-high net worth clients. 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.
In this role you will work closely with the senior members of the Trusts, Estate and Tax team based in Oxford, who will oversee your work and actively help you to progress your career. This role will give you the opportunity to develop professionally, working on high quality instructions alongside leaders in their respective fields.
Key Responsibilities
- To work to a consistently high level and to provide an exemplary level of client service and care.
- Competent financial management and commercial awareness, including accurate time recording, billing, achievement of firm delivered targets and management of WIP.
- To contribute actively toward business development opportunities to ensure the retention of existing clients and expansion of business.
- To ensure at all times that you maintain up to date technical expertise.
- To be accountable for your own personal development and to continuously develop interpersonal and soft skills.
- To be competent at all times in accordance with the SRA competence standards.
- To carry out any other such reasonable tasks that may be required from time to time.
Your skills and qualifications
- Have directly relevant previous experience and have the correct level of post qualified experience (PQE) for the role in question. We are open to candidates between 0 - 4 years PQE for this role but ideally you would have 4-6 years PQE.
- To have a strong commercial acumen and understanding of the industry and business of the client.
- A proven track record of competent financial management, ability to meet client expectations and sound case management skills.
- Good IT skills, experience, and confidence with using case management systems, electronic time recording and general Microsoft packages.
- To be a self-starting, friendly individual with excellent interpersonal skills.
- To be able to consistently demonstrate and embody the firm’s values.
No agencies. Direct applications only.
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.
Trusts, Estates and Tax Senior Associate - Oxford employer: Freeths LLP
Freeths is an exceptional employer, offering a dynamic work environment in Oxford where you can thrive alongside a top-tier Trusts, Estates and Tax team. With a strong focus on professional development, employees benefit from mentorship by industry leaders and opportunities to engage in high-quality client work. The firm fosters a collaborative culture that values diversity and inclusion, ensuring that every team member feels supported and empowered to grow their career.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts, Estates and Tax Senior Associate - Oxford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at Freeths. A friendly chat can go a long way!
✨Tip Number 2
Show off your expertise! Prepare to discuss your previous experiences and how they relate to the role. Think about specific cases you've worked on that demonstrate your skills in trusts, estates, and tax – this will impress the interviewers.
✨Tip Number 3
Be proactive! If you see an opportunity to contribute to business development or client retention, mention it during your conversations. Freeths values initiative, so showing that you’re ready to jump in will set you apart.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Freeths team. Don’t forget to follow up after applying – a little nudge can make a big difference!
We think you need these skills to ace Trusts, Estates and Tax Senior Associate - Oxford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Trusts, Estates and Tax role. Highlight your PQE and any relevant cases you've worked on to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client law and how your background aligns with our team’s values and expertise.
Showcase Your Soft Skills:We value interpersonal skills just as much as technical expertise. Make sure to mention examples of how you've effectively communicated and collaborated in previous roles.
Apply Directly Through Our Website:We encourage you to apply directly 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 updates!
How to prepare for a job interview at Freeths LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and tax law. Familiarise yourself with recent changes in legislation and be ready to discuss how they might impact high net worth clients. This shows that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your financial management skills and client service excellence. Think about situations where you've successfully managed complex cases or contributed to business development – these will resonate well with the interviewers.
✨Understand the Firm's Values
Freeths values collaboration and open communication. Be prepared to discuss how your personal values align with theirs. Share examples of how you've worked effectively in a team and contributed to a positive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, and the firm's approach to client care. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
