Senior Associate, Tax and Succession Planning

You’ll be joining a regional law firm that enjoys a strong reputation, recognised in legal 500 as well as leading individual in chambers which is made possible by our exceptional people. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

You will have a significant influence on how you want your experience and expertise to develop, and you will be strongly encouraged and supported to get involved in business development work, taking an active role in seminars and networking events, in drafting articles from time to time.

The Tax and Succession Planning Team is a newly formed team, being led by Partner and Divisional Head, Sally Smith alongside Partner, Peter Stephens, Senior Associate, Scott Vanes and Legal Secretary, Becky Shepherd. This role will be based in the Worcester office with the wider team working from Worcester, Kidderminster and Ludlow offices. In addition, we also have offices in Birmingham, Bromsgrove and Telford. The role will be a mix of office, hybrid and flexible working which will be driven by business and client needs.

We want to ensure that you will be fully supported by the team upon joining, and this is an amazing opportunity to join a newly formed team at an exciting time to further develop our client base across in this area of expertise.

Day to day, you’ll be successful in this role if you are:

• A Senior Associate (5 years + PQE), either from an accounting and/or legal background.
• You will be working closely with a diverse range of clients including high-net-worth individuals to provide expert tax advice.
• We want you to have the ability and confidence to cultivate strong long-term relationships, to act as a trusted advisor for our clients.

This is a great opportunity for an experienced professional to join a forward-thinking Division and be part of the strategic growth in this niche area.

Key Responsibilities:

• To provide a breadth of estate planning and advice dealing with inheritance tax, capital gains and, corporate taxes (ideally).
• To provide expert advice on Inheritance Tax and succession planning, on complex estates and tax profiles that may require further specialist practice area advice within mfg.
• Provide technical guidance and support to team members to enhance capability and build a culture of continuous learning.
• The role will involve working closely with other tax and succession, land and property, corporate, family, employment and litigation experts to ensure fully integrated holistic advice for clients.
• Have a proactive approach to legislative changes, supporting and advising clients for the future.
• Able to collaborate effectively with colleagues and other Divisions to deliver integrated client solutions.

Requirements:

• Minimum requirement for 5 years advisory experience in an accountancy or legal practice setting.
• Membership in the Society of Trust and Estate Practitioners (STEP) or Chartered Institute of Taxation (CTA) would be advantageous.
• Experience in dealing with a broad range of tax issues relating to private clients at a law firm, accountancy practice, or HMRC.
• Experience in acting for a range of private clients including those with complex asset profiles, and business and land interests.
• Ability to work collaboratively in a supportive team environment.
• A proactive approach to business development and marketing.
• Self-motivated and driven, with strong interpersonal skills and a commitment to delivering outstanding client service.
• Excellent communication, negotiation, and client management skills.

If you don’t quite meet all of our criteria, but are passionate about Private Client service, then we’d love to hear from you! We pride ourselves on providing a supportive setting where you grow further in a rewarding career path, so please get in touch.

Salary & Benefits:

• Competitive salary aligned with market rates.
• 29 days’ holiday (plus four days at Christmas 2025 and statutory Bank Holidays).
• Employee Assistance programme and wellbeing services - 24/7 helpline facility.
• Discounted legal fees for staff and family members.
• Death in service provision.

Other reasons to join us:

• We offer a rewarding career of quality work alongside a commitment to your development.
• It’s a fantastic environment in which people grow!
• A supportive ‘people first’ culture, driven by wellbeing and work/life balance (it’s a 35-hour week)… over 90% of our people responded in our most recent engagement survey that it’s a great place to work and they’re proud to work here.
• Committed to inclusion, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish.
• Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.

For more information on what it’s like to work at mfg, please visit our recruitment page or email Head of HR, Sarah Rogers to arrange a confidential call to discuss this opportunity further.