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Senior Associate- Private Client

4 months ago

Peterborough Cambridgeshire, United Kingdom Themis Recruit Full time

Due to a recent retirement, our client is now seeking an experienced Senior Associate to join their Cambridge office's Private client team. If you are keen to provide bespoke high quality legal advice, and particularly knowledgeable in the areas of trusts, taxation, and lifetime planning- then this role could be exactly what you're looking for

Our client puts their people first, and are proud to offer genuine opportunities to progress ones career, whilst maintaining a healthy work/life balance.

Key Responsibilities:

• 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 non-taxable 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 self-assessment tax returns

• SFE and/or STEP membership (highly desirable)

• Excellent attention to detail, organisational and communication skills

• Great time management skills

• Self-motivated, 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.

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