At a Glance
- Tasks: Advise high-net-worth clients on complex tax and estate planning matters.
- Company: Leading mid-sized law firm with a supportive and collaborative culture.
- Benefits: 25 days annual leave, private medical insurance, and hybrid working options.
- Other info: Enjoy operational independence and genuine client contact in a dynamic environment.
- Why this job: Make a real impact while building your career in a thriving Private Wealth team.
- Qualifications: Experience in inheritance, trusts, and taxation with strong drafting skills.
The predicted salary is between 43200 - 72000 € per year.
Are you an experienced Private Client / Tax & Estate Planning Associate looking to work with high and ultra-high net worth clients on complex, often international matters? We’re partnering with a highly regarded mid-sized City law firm to recruit an Associate for their thriving Tax & Estate Planning team, part of a wider, well-established Private Client Services department (including Family and Private Client Property).
The work
- Act for a broad range of UK and international HNW and UHNW individuals and families, including work sourced via a European office.
- Typical matters include:
- Complex onshore and offshore tax and estate planning
- Trust and probate administration
- Inheritance, capital gains and income tax mitigation
- Wills, trusts and lasting powers of attorney
- Advising on the affairs of vulnerable or incapacitated clients
- Charity administration and wider private client advisory work
You’ll run your own files, support on larger matters, and enjoy genuine client contact, operational independence and strong partner support. You’ll also have access to a Legal PA and be able to delegate work to a trainee where appropriate.
Key responsibilities
- Day-to-day conduct of matters under partner supervision
- Providing clear, commercial and technically sound advice
- Drafting high-quality documents and correspondence
- Contributing to supervision and development of trainees
- Recording and managing time effectively and billing promptly
- Playing an active role in knowledge sharing and continuous improvement
- Supporting business development and client relationship management
About you
- Solid experience in inheritance, trusts and taxation, with particular strength in onshore and offshore tax and estate planning
- Experience delivering complex tax advice to HNW/UHNW clients
- Strong drafting skills and attention to detail
- Confidence dealing directly with clients and other professionals
- Emotional intelligence, professionalism and a collaborative approach
- A genuine interest in business development and departmental marketing
- A positive, enthusiastic team spirit and alignment with a modern, collegiate culture
What’s on offer
- 25 days’ annual leave (plus Bank Holidays)
- Contributory pension scheme
- Private medical insurance
- Season ticket loan
- Death in service benefit
- Hybrid working – typically 3 days in the office, 2 days from home
- The chance to build your career in a high-quality, supportive Private Wealth team with excellent long-term prospects
Solicitor – Tax & Estate Planning in Basildon employer: Liberty Towers
Join a leading mid-sized law firm in Central London, where you will thrive in a supportive and collaborative work culture that values professional growth and client engagement. With a focus on high and ultra-high net worth clients, you will enjoy the benefits of hybrid working, generous annual leave, and a contributory pension scheme, all while being part of a dynamic team dedicated to excellence in Tax & Estate Planning.
StudySmarter Expert Advice🤫
We think this is how you could land Solicitor – Tax & Estate Planning in Basildon
✨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 former colleagues or classmates. You never know who might have a lead on your next opportunity.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with HNW and UHNW clients. Share specific examples of how you've tackled complex tax and estate planning issues. This will show them you're the real deal!
✨Ace the Interview
Prepare for interviews by researching the firm and its recent cases. Be ready to discuss how your skills align with their needs, especially in areas like trust and probate administration. Confidence is key, so practice your responses and come across as knowledgeable and enthusiastic.
✨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 seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Solicitor – Tax & Estate Planning in Basildon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your expertise in tax and estate planning, especially with HNW and UHNW clients, 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 tax and estate planning and how your experience aligns with our needs. Be genuine and let your personality come through.
Showcase Your Drafting Skills:Since strong drafting skills are key for this role, consider including examples of high-quality documents you've prepared in the past. This will give us a taste of your attention to detail and professionalism.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Liberty Towers
✨Know Your Stuff
Make sure you brush up on your knowledge of tax and estate planning, especially regarding HNW and UHNW clients. Familiarise yourself with recent changes in legislation and be ready to discuss how they impact your approach to complex matters.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience with trusts, probate administration, and tax mitigation. Be ready to explain how you've successfully managed client relationships and delivered high-quality advice.
✨Demonstrate Emotional Intelligence
Since you'll be dealing with vulnerable or incapacitated clients, it's crucial to show your emotional intelligence during the interview. Share instances where you've navigated sensitive situations with professionalism and empathy.
✨Engage in Business Development Talk
Express your genuine interest in business development and departmental marketing. Think of ideas or strategies you could bring to the table that would help the firm grow its client base and enhance its reputation in the market.
