Private Wealth Associate - Tax and Planning

Your New Role

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.

Your New Firm

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.

What You'll Need to Succeed

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.

What You'll Get in Return

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.

What to Do Next

If you're interested in this opportunity or would like a confidential discussion, please get in touch. We welcome applications from candidates outside the stated PQE where they can demonstrate the required level of technical ability.

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