Job Description

We are seeking a talented and specialist tax and trust Solicitor/Fee earner to join our Private Client Department to work closely with our high-net-worth clients. This is a fantastic opportunity for someone who enjoys building relationships, delivering exceptional client care, and developing their expertise in a supportive environment. For the right person, there are genuine progression opportunities, including the potential to become Head of Department.

About the Role

You will manage a well-established and diverse caseload within our Private Client department, with a strong focus on tax and trust matters. Your work will include:

Advising on trust structures, creation, management and dissolution Supporting long-term wealth and estate planning strategies for high-net-worth clients Providing guidance on related Private Client work such as Wills, LPAs and probate
Alongside your caseload, you will play an important role in delivering an exceptional client experience and promoting best practice, efficiency and compliance.

This full-time role (9.00am to 5.15pm, Monday to Friday) is predominantly office-based, with occasional home visits. Hybrid working considered.

Who we are looking for

You will be someone who enjoys autonomy, client interaction and providing high-quality work, and who is willing to broaden their practice into wider Private Client services. You will be confident, organised, and keen to grow your skills and responsibility over time.

Key Responsibilities:

Meeting with existing and potential clients to provide expert advice.

Liaising with clients and third parties in a professional and compassionate manner.

Processing files from start to finish in an effective and timely manner and in line with the company's policies on file management.

Opening files and conducting necessary Client Due Diligence and risk management.

Ensuring clients are updated and advised at appropriate points in their matter.

Providing support to other fee earners when needed and covering when other fee earners in the department are away.

Preparing correspondence and documents using in-house software.

Managing client ledgers and complying with the Solicitors' Accounts Rules.

Responsibility for the maintenance of our manual filing systems.

Closing files following the relevant processes.

Undertaking any specific training when required to do so and overall to have responsibility toward self-improvement.

Ensuring confidentiality of all the firm's and clients' documentation and information at all times.

Managing personal billing target.

Sharing knowledge

Skills & Experience

A qualified Solicitor with at least 2 years PQE specialising in tax and trust matters but with knowledge and experience of other areas of private client work.

Excellent communication and inter-personal skills.

High levels of speed and accuracy.

Highly organised, methodical and adaptable.

Excellent and demonstrable IT skills particularly with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage.

Excellent time-management and prioritisation skills.

Able to offer adaptability and flexibility in the working environment.

An understanding and knowledge of General Data Protection Regulations.

An understanding and knowledge of the Solicitors Accounts Rules in relation to your area of work.

In return we can offer you:

A chance to really make the role your own and for that role to grow within the firm

A friendly and collaborative work environment

Competitive salary (dependent on experience)

Pension scheme

Private medical insurance

Progression opportunities

Job Types: Full-time, Permanent

Pay: From 48,000.00 per year

Work Location: In person