Senior Associate, Global Private Client

Charles Russell Speechlys; Zürich; Hybrid; CHF 150,000 - 210,000; Full time

Job summary

Charles Russell Speechlys in Zurich, UK/Swiss private client practice, seeks a Senior Associate to advise individuals, family offices, fiduciaries and financial institutions across UK, Swiss, and international private client matters.

You will collaborate with tax, regulatory, funds and commercial teams to deliver a fully joined-up service and manage a substantial, varied workload with commercial sensibility.

Qualifications

• Qualified solicitor with 5+ years of PQE in private client/tax
• Wealth structuring and tax advisory experience
• German language skills at B2 level desirable
• Ability to work autonomously and as part of a team
• Excellent time management and multi-file handling skills

Responsibilities

• Deliver high quality private client services focused on UK tax and cross-border succession law
• Provide UK personal tax advice for UK resident and non-UK resident individuals
• Advise on trusts, corporations, partnerships and other structures for cross-border goals
• Offer guidance on international tax treaties and cross-border conflicts of laws in succession/matrimonial regimes
• Manage a sizable workload efficiently with supervision appropriate to level
• Engage clients through seminars, presentations and pitches
• Identify client opportunities and contribute to firm knowledge initiatives

Skills

UK tax knowledge

Autonomous working

Time management

Client relations

Clear communication

Education

Solicitor qualification (England & Wales) or CTA

Job description

We have an exciting opportunity for a Senior Associate to join our Global Private Client team in Zurich, advising individuals, family offices, fiduciaries and financial institutions on UK, Swiss and international private client matters.

You’ll be joining a team that works closely with colleagues across tax, regulatory, funds and commercial law, giving clients a fully joined-up service.

Role and Responsibilities

• Deliver high quality professional services with a focus on UK tax (personal and corporate) and cross border succession law
• UK personal tax advice for both UK resident and non-UK resident individuals
• Legal and UK tax advice on the implications of creating, restructuring and/or winding up trusts, corporations, partnerships and other structures
• Advising on the application of international tax treaties and in relation to cross-border conflicts of laws in succession and matrimonial property regimes
• Deliver practical advice on cross-border probate matters
• Manage clients’ affairs effectively and profitably through delivery of own case load
• Provide practical and commercial legal advice to clients in a clear and succinct manner
• Manage a substantial and varied workload efficiently and cost effectively with supervision, appropriate to level of expertise
• Apply a commercial approach to research and evaluate relevance and accuracy in delivery of advice
• Actively participate in client marketing opportunities such as client seminars, presentations and pitches
• Identify client opportunities and take appropriate steps to follow through
• Contribute to group knowledge and know-how initiatives

Person Specification

• Be a solicitor of England and Wales or CTA qualified (with a minimum of 5 years of post-qualification experience)
• Have previous experience of wealth structuring and tax advice
• German language skills at a proficient level (B2) would be desirable
• Be confident to work autonomously and as part of a team
• Demonstrate excellent time management skills
• Be organised and capable of running a significant number of files and work matters simultaneously
• Have the ability to communicate effectively and develop working relations at all levels
• Be confident in both verbal and written communication with a diverse range of clients