Associate - Tax, Trusts & Succession (2-4pqe)

2 weeks ago


Cheltenham, United Kingdom Charles Russell Speechlys Full time

**The Role**:
Forming an integral part of the Tax, Trusts & Succession team, the Associate role will advise a range of UK clients on their succession and tax planning. Working for a range of partners within the group, this is an opportunity for those looking to develop their careers within a friendly collegiate team that is widely recognised for its expertise in this area.
Core to the team’s client base are investors and entrepreneurs; landed estates and heritage property; and professionals and senior executives. Some client work has an international element, but experience of international matters is not essential.

**Role and Responsibilities (this is a broad but not exhaustive list)**:

- Provide practical and commercial legal advice to clients in a clear and succinct manner
- Manage a substantial and varied workload efficiently and cost-effectively with supervision, appropriate to the level of expertise
- Draft accurately and logically, making appropriate use of precedents
- Where appropriate, delegate, co-ordinate and supervise the work of more junior members of the team
- Actively participate in client marketing opportunities such as client seminars, presentations and pitches
- Identify client opportunities and take appropriate steps to follow through
- Contribute to group knowledge and know-how initiatives

**Person specification**:

- Be an England and Wales qualified lawyer (or equivalent)
- Have an appropriate knowledge of domestic succession and tax planning
- A STEP qualification would be an advantage but is not essential
- Demonstrate good judgement and a good legal and commercial understanding of client’s particular needs
- Understand scope of the tasks, manage time effectively and perform well under time and work pressures
- Take a ‘hands on’ approach to managing own files and a broad case load
- Have a high degree of attention to detail
- Have strong problem-solving skills
- Be flexible and willing to undertake a wide variety of tasks
- Be a pro-active team player, who is also highly self-motivated and able to work on their own initiative
- Be able to build rapport with clients and develop an effective working relationship
- Be flexible and willing to go the extra mile
- Have excellent all-round IT skills, MS Office including Excel and Word

**Competencies**
- Client service
- Technical ability
- Interpersonal skills
- Delivery focus

Location

Cheltenham

Category

Contract type

Permanent - Full Time

Salary

Competitive

Working hours

35 hours



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