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Senior Associate - Tax, Trusts and Succession
Role posted 7 hours agoLast updated 1 hours ago
Key requirements
At least 5 years' PQE of working within the private client field Focus on protecting wealth & estate planning Experience of estate administration work Strong interpersonal skills
The role
Michelmores is seeking an enthusiastic and ambitious Senior Associate to join their highly regarded Tax, Trust & Succession (TTS) team in Bristol, Cheltenham, or Exeter. This role is for an individual with at least 5 years of PQE in private client work, focusing on wealth protection, estate planning, and estate administration.
What we're looking for
At least 5 years' PQE of working within the private client field
Focus on protecting wealth & estate planning
Experience of estate administration work
Strong interpersonal skills
Effective communicator at all levels (written and verbal)
Commercial, pro-active and professional approach to work
Excellent organisational skills
Demonstrable examples of multi-tasking
Ability to juggle competing priorities
Ability to interact well with others in a sensitive and effective way
Team player
Ability to assume responsibility quickly
Experience of meeting financial and non-financial targets
Understanding of the importance of offering advice that reflects client's commercial objectives
Share considerable ambitions
Benefits
Flexible working arrangements
Agile approach to working patterns
High-performance culture
Good work/life balance
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Senior Associate - Tax, Trusts and Succession
Michelmores · Bristol / Cheltenham / Exeter
Bristol / Cheltenham / Exeter