Private Client Senior Associate 6+PQE

The role

This role is for a Senior Associate with 6+ years of PQE in the Private Client team in London. The role focuses on providing solution-based tax and private client advice to HNW and UHNW entrepreneurial clients, supporting partners, and collaborating with other departments.

What you'll do

• Provide an excellent service to clients through solution-based advice
• Advising clients on a broad range of tax and private client matters
• Support partners and other fees earners in the Private Client team
• Regularly work alongside fee earners in the Private Wealth, Property, Corporate and Dispute Resolution departments
• Drafting tailored tax advice and planning solutions for clients, both UK and international
• Implement advice for clients, including liaising where necessary with other departments and overseas tax/legal counsel
• Manage day to day client files from inception of a matter to completion, including scoping and quoting for new matters, keeping clients updated and billing
• Liaise with intermediaries on behalf of clients including bankers, financial advisers and trustees
• Manage HMRC enquiries and disclosures
• Advise on founder/management equity, employment related securities, and incentive arrangements
• Draft bespoke deeds, agreements and Wills
• Research discrete areas of tax and trusts law
• Support the Private Wealth, Real Estate, Corporate, Litigation and Finance departments with advice needed by their HNW/UHNW clients
• Deal directly with clients and take primary responsibility for cases or specific tasks
• Take work from a number of Partners and Associates and manage workload
• Lead workstreams on multi-disciplinary matters with Private Wealth, Corporate, Real Estate, Finance and Disputes teams
• Draft all documentation observing house style
• Meet all financial targets
• Assist in Business Development and Marketing initiatives
• Supervise junior members of the department including Paralegals and Trainees where required
• Keep up to date with developments in the law, attend training sessions and contribute to department training initiatives
• Maintain a working knowledge of corporate tax concepts relevant to owner managed and privately held businesses

What we're looking for