Private Client Partner

4 weeks ago


Manchester, United Kingdom William James Recruitment Full time
Job Opportunity

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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