At a Glance
- Tasks: Provide expert tax advisory for private clients and manage complex estates.
- Company: Stevens & Bolton, a top-ranked firm known for excellence outside London.
- Benefits: Career growth, personal responsibility, and a supportive team environment.
- Other info: Opportunity to learn quickly and engage with diverse clients.
- Why this job: Join a dynamic team and work on high-profile international cases.
- Qualifications: 2+ PQE in private client tax advisory and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
We are seeking a lawyer with experience and interest in private client tax advisory work, likely to have a minimum of 2 PQE. This is an excellent opportunity to develop experience in our broad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of the offering.
We advise on the full spectrum of private client work and pride ourselves at being able to advise both on the essentials of succession planning and in relation to complex estates with complex tax and trust issues to address. Our work ranges from complex international tax planning for UHNW non-domiciliaries to landed estates and estate administration. Much of our work has an international dimension both in relation to succession and trust based issues (onshore and offshore), as well as tax concerns.
Representative cases include:
- Advising a number of non-UK domiciled clients on pre-arrival UK tax planning.
- Advising the individual members of a management team of a PE backed company with a value of £2bn in relation to pre-exit planning before a round of refinancing.
- Advising a Sunday Times Rich List family in relation to a tax-efficient succession strategy, charitable giving and investment tax issues.
- Advising the family office for a large European family (£1bn+) in relation to their wealth holding and investment management structure.
- Advising an ultra-high-net-worth global family in relation to the restructuring of their offshore trust interests to ‘modernise’ the control structure in light of increased family numbers.
- Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.
Our private client team comprises 24 specialists (including six partners). We are top ranked for Private Wealth Law as “National Leaders (outside London)” in Chambers HNW, and top ranked for Personal tax, trusts and probate in The Legal 500, as well as being one of only a few firms to be ranked in the London section of The Legal 500 without a London presence.
There is plenty of opportunity for the right individual to build a career in this fast developing practice group. Qualifications and Experience: We are looking for a strong team player with good inter-personal skills, strong academics and high quality experience – typically with a major City or leading regional practice. Excellent communication skills are a must. An appetite for business development would be a definite advantage. Candidates should have a background in a broad range of quality private client work, including experience in tax advisory. We offer excellent supervision, coaching and training within our friendly team, but we expect all team members to take responsibility at an early stage. The right candidate should be able to work with initiative to provide the highest quality advice and service. Excellent organisational skills with the ability to manage your own workload are also required.
Associate, Private Client in Guildford employer: Stevens & Bolton LLP
As a Marketing Services Assistant, you will thrive in a dynamic and supportive environment that prioritises creativity and collaboration. Our company fosters a culture of continuous learning and professional growth, offering opportunities to enhance your skills across various digital marketing channels while working closely with a talented team. Located in a vibrant area, we provide a stimulating workplace that values innovation and client-focused communication, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Private Client in Guildford
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Stevens & Bolton LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Associate, Private Client in Guildford
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Stevens & Bolton LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Stevens & Bolton LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Stevens & Bolton LLP!
How to prepare for a job interview at Stevens & Bolton LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Stevens & Bolton LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Stevens & Bolton LLP. It helps to show our commitment!
