Private Client Partner
4 weeks ago
We are seeking a highly skilled Private Client Senior Associate/Partner to join our distinguished Private Client department at William James Recruitment.
The successful candidate will manage a varied caseload of Wills & Trusts, Inheritance Tax Planning & Estate Management, Succession Planning, LPAs, and Probate, handling complex cross-border tax and estate matters for UK and non-UK domiciled clients with high-value business, agricultural, and international properties.
Key Responsibilities
- Managing a varied caseload: Wills & Trusts, Inheritance Tax Planning & Estate Management, Succession Planning, LPAs, and Probate
- Handling complex cross-border tax and estate matters for UK and non-UK domiciled clients with high-value business, agricultural, and international properties
- You will collaborate with entrepreneurs, trustees, and landowners, providing expert advice on UK taxation, including Inheritance Tax and Capital Gains Tax, while navigating intricate multi-jurisdictional transactions
Candidate Profile
- Private Client Senior Associate/Partner with at least 8 years post qualification experience
- STEP qualification is a essential
- Proven leadership and team management experience
- Expertise in business development and a track record of achieving financial goals
- Excellent organisational skills, with a dedication to excellence and lifelong learning
The Benefits
- Up to £110,000 salary depending on experience
- Lucrative bonus scheme
- 24 days annual leave plus bank holidays & festive closure
- Hybrid working
- Generous company pension
- Private health insurance
- full benefits package
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