Associate - Wills, Probate, Tax & Trusts

Flint Bishop Solicitors; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading law firm in Leeds is seeking an experienced Solicitor specialized in Wills, Probate, Tax & Trusts. This role requires managing a significant caseload, providing comprehensive legal advice, and ensuring exceptional client care. The ideal candidate will possess the ability to work independently and mentor junior colleagues while contributing to business development efforts. This is a full-time, permanent position with attractive benefits including a competitive salary and career development opportunities.

Benefits

Competitive salary

Bonus potential

Career development opportunities

25 days holiday plus bank holidays

Staff discounts on legal services

Qualifications

• Significant experience running own Wills, Probate, Tax & Trust files with minimal supervision.
• High level of professionalism, integrity, and ethical conduct.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Manage a significant caseload of Wills, Probate, Tax & Trust matters.
• Provide general advice to clients on Wills, Probate, Tax & Trust processes.
• Ensure high level of client care at all times.

Skills

Qualified Solicitor or Chartered Legal Executive

Exceptional verbal and written communication

Ability to work independently

Education

Legal qualification

Job description

Associate - Wills, Probate, Tax & Trusts

Department: Wills, Probate, Tax & Trusts (North)

Employment Type: Permanent - Full Time

Location: Leeds

Description

We are currently recruiting an experienced Wills, Probate, Tax & Trusts Solicitor to join our Wills, Probate, Tax & Trusts team in the North, working from our Leeds office. You will have significant experience and PQE and be able to work with minimal supervision and support the Firm’s objective to grow the department.

This role is responsible for managing a significant caseload of Wills Probate, Tax & Trust matters including high value estate administration.

Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times. You will support more junior team members in their ongoing development and supervise work where required.

You will provide an excellent, client-focused service at all times and a can-do attitude towards assisting members of the team. This role is full-time, and reports to the Head of Wills, Probate, Tax & Trusts (North).

Key Responsibilities

• Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include:
• Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes;
• Preparing all types of Wills;
• Dealing with high value estate administration;
• Inheritance tax planning;
• Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting;
• Setting up and administering trusts;
• As well as managing a personal caseload of WPTT matters, this role is responsible for supporting on more complex matters alongside senior members of the team;
• Ensure matters are kept up to date in systems and new advancements are communicated to the relevant team members;
• Provide ongoing technical support on matters for more junior fee-earners;
• Ensure appropriate allocation of fee-earning matters to more junior fee-earners;
• Record all time in the Tikit system, including non-billable activities;
• Have an active input in business development efforts for the department and the growth of the York office presence;
• Supports departmental audits as and when required;
• Take on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts (North).

Skills, Knowledge and Expertise

You will:

• Be a qualified Solicitor or Chartered Legal Executive with significant experience running your own Wills, Probate, Tax & Trusts files with minimal supervision.
• Exceptional verbal and written communication skills, with the ability to communicate complex legal concepts to clients and stakeholders.
• High level of professionalism, integrity, and ethical conduct.
• Ability to work independently, prioritise tasks, and meet deadlines.

Disclosure will be required in the event that a position is offered. Financial checks will be required in the event that a position is offered.

Benefits

What we offer?

• Competitive salary
• Bonus potential
• Great working environment at our York offices
• Career development opportunities
• 25 days holiday plus bank holidays
• Options to buy & sell 1 week’s holiday
• 1 week’s holiday carry over
• Extra day off for your birthday
• Staff card discount scheme for local shops
• Social days and evenings on the firm
• Staff discounts on legal services