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 supportive culture.
- Benefits: Competitive salary, recognition awards, and opportunities for professional development.
- Other info: Dynamic team environment with excellent career progression opportunities.
- Why this job: Work alongside industry leaders and make a real impact in private client law.
- 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.
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 as a Trusts, Estates and Tax Senior Associate. With a strong focus on professional development, our team of experts provides unparalleled support and mentorship, ensuring that you grow your skills while working on high-profile cases for high net worth clients. Our commitment to recognising and rewarding excellence fosters a collaborative culture that celebrates success and encourages innovation.
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! Reach out to your connections in the legal field, especially those who might know someone at Freeths. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by researching Freeths' recent cases and their Private Wealth Initiative. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Trusts, Estates and Tax Senior Associate. Highlight your commercial acumen and client management skills to stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Freeths team.
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 is tailored to the Trusts, Estates and Tax Senior Associate role. Highlight your relevant experience and skills that match what we're looking for, especially your PQE and client management abilities.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you a perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've contributed to previous roles, particularly in financial management and client service, to demonstrate your capabilities.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 any relevant case studies. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your financial management skills and client service excellence. Be ready to discuss how you've handled complex cases or contributed to business development, as this aligns perfectly with what the team is looking for.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the team’s approach to high net worth clients or their Private Wealth Initiative. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
✨Emphasise Soft Skills
Since interpersonal skills are crucial for this role, be prepared to discuss how you build relationships with clients and colleagues. Share examples of how you've worked collaboratively in a team setting, as this will resonate well with the firm's values.
