Senior Associate- Private Client

Providing bespoke estate planning advice to mid to HNW clients

Preparing complex Wills for mid to HNW clients

Preparing Lasting Powers of Attorney for mid to HNW clients

Dealing with the administration of taxable and nontaxable estates

Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements

Advising executors and trustees on the taxation compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)

Advising trustees of their duties obligations and powers available to them from the terms of the settlement statute or case law

Providing business succession planning to business owners including sole traders partners and shareholders

Providing support and advice to members of the team on more complex matters in particular trusts taxation and estate planning

Attending networking events to build firm reputation and develop professional connections

Requirements

8 years PQE

Experience preparing selfassessment tax returns

SFE and/or STEP membership (highly desirable)

Excellent attention to detail organisational and communication skills

Great time management skills

Selfmotivated outgoing and proactive

Professional and works well both independently and in a team

Calm under pressure

Benefits

• Competitive salary plus bonus. Our client recognises hard work.
  
• Holidays. 26 days plus bank holiday
  
• Flexibility: Our client is open to suggestions and wants you to work in a way that works for you!
  
• Birthday Off
  
• Pension Contributions
  
• Life insurance
  
• Income protection
  
• Vitality health insurance.
  
• Medicash healthcare cash plan
  
• Wellbeing support. We re passionate about wellbeing including Calm premium 24/7 employee helpline and general lifestyle assistance.