Private Client Tax Partner
4 days ago
Private Client Solicitor - Salaried Partner, Guildford
An established and forward-thinking law firm is seeking a highly experienced Private Client Solicitor to join its team in a senior capacity. This role offers the opportunity to provide expert legal advice, shape strategic direction, and contribute to the overall growth of the Private Client department.
Provide technical expertise across all areas of private client work.
Offer expert guidance on complex estate planning, trust creation and management, inheritance tax, and estate administration.
Complex Case Management:
Handle intricate estate administration cases involving high-value assets, complex tax relief claims, and challenging family dynamics.
Strategic and Financial Oversight:
Support the department in achieving financial targets, KPIs, and business growth.
Provide strategic risk management advice for private client matters.
Supervise and support team members, including monitoring workloads and KPIs.
Conduct appraisals and foster career development among junior staff.
Compliance and Risk Management:
Ensure all client matters adhere to regulatory and compliance standards, including AML and KYC requirements.
Oversee risk assessments for high-risk cases and promote best practices across the team.
Play an active role in developing and implementing the department's growth and marketing strategies.
Support private wealth PR campaigns and client relationship management.
Qualified solicitor with significant post-qualification experience (typically 10+ years) in private client law.
additional SFE or Chartered Tax Advisor qualifications are advantageous.
Proven expertise in estate planning, trust law, and inheritance tax.
Outstanding communication skills, capable of simplifying complex legal concepts.
Familiarity with practice management systems such as Practice Evolve is desirable.
The successful candidate will play a pivotal role in the department's success and growth while enjoying a competitive salary and benefits package.
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