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- Tasks: Handle diverse cases in tax and estate planning for high-net-worth clients.
- Company: Join a respected firm known for exceptional private client work and collaboration.
- Benefits: Enjoy flexible hybrid working, competitive salary, and clear progression opportunities.
- Other info: Ideal for ambitious individuals looking to grow in a dynamic team.
- Why this job: Deepen your expertise while making a real impact in a supportive environment.
- Qualifications: 4+ years in tax and estate planning with strong technical knowledge.
The predicted salary is between 50000 - 60000 £ per year.
A fantastic opportunity has arisen for an experienced Tax & Estate Planning Solicitor to join a well-established and highly regarded Private Client team. You'll handle a diverse and high-quality caseload spanning estates, trusts, wills, and tax planning, with considerable scope to deepen your technical expertise and contribute to the department's strategic growth. Working with engaged and loyal clients - ranging from high-net-worth individuals to complex family structures - you'll deliver specialist advice on inheritance tax, capital gains tax, wealth preservation strategies, and trust creation/administration.
You'll be joining a respected, ambitious, and supportive firm known for delivering exceptional private client work. The team is recognised for its technical excellence, strong client service ethos, and collaborative culture. With a clear growth strategy, modern working environment, and an emphasis on professional development, the firm provides an ideal platform for an experienced Solicitor looking to take the next step in their career.
You will ideally bring 4+ years' experience in tax and estate planning, although candidates with slightly less experience will be considered where their background includes exposure to complex private client and high-value tax matters. You will demonstrate strong technical knowledge with an in-depth understanding of wills and associated legislation and solid knowledge of lasting powers of attorney. Expertise in trust law, including drafting and advising, inheritance tax planning and compliance would be preferential. You will also bring a proactive attitude and willingness to take on new challenges and proven ability to manage your own caseload and mentor junior colleagues. You'll also bring ambition and drive, with a desire to contribute to the department's development plan and uphold the team's excellent reputation for private client and tax work.
You'll be part of an outstanding private client team that values technical excellence, collaboration, and long-term professional development. The firm offers flexible hybrid working, a competitive salary and clear opportunities for progression into senior roles. This is an excellent opportunity to further your expertise in tax and estate planning within a forward-thinking team that genuinely prioritises work-life balance and career development.
If you're interested in this opportunity or would like a confidential discussion, please get in touch. If this role isn't quite right but you're considering a move, we'd still love to hear from you. We welcome applications from candidates outside the stated PQE where they can demonstrate the required level of technical ability.
Private Wealth Associate - Tax & Planning employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Associate - Tax & Planning
✨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 firms you’re interested in. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in tax and estate planning. Share specific examples of how you've tackled complex cases or helped clients save money – it’ll show you’re the real deal!
✨Prepare for the Interview
Do your homework before any interview. Understand the firm’s values, recent achievements, and their approach to private client work. This will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are excited about joining our ambitious and supportive team.
We think you need these skills to ace Private Wealth Associate - Tax & Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Wealth Associate role. Highlight your expertise in tax and estate planning, and don’t forget to mention any relevant cases you've handled!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax and estate planning, and how your background makes you a perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical knowledge, so make sure to include specific examples of your experience with wills, trusts, and tax planning. This will help us see your depth of understanding and how you can contribute to our team.
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 this fantastic opportunity. Plus, it shows your enthusiasm for joining our firm!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding tax and estate planning. Familiarise yourself with the latest legislation around wills, trusts, and inheritance tax. Being able to discuss these topics confidently will show that you're not just experienced but also up-to-date.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your expertise in handling complex private client matters. Think about cases where you've successfully managed a caseload or mentored junior colleagues, as this aligns perfectly with what the firm is looking for.
✨Demonstrate Your Proactivity
The firm values a proactive attitude, so be ready to discuss how you've taken initiative in previous roles. Whether it’s developing new strategies for wealth preservation or improving client service, showing that you’re someone who takes charge will set you apart.
✨Cultural Fit Matters
Research the firm's culture and values. Be prepared to discuss how your personal ethos aligns with their collaborative and supportive environment. Highlighting your ambition and drive to contribute to the department's growth will resonate well with the interviewers.