Private Client Senior Associate

JMC Legal Recruitment; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A top-tier law firm in Bristol is seeking a Senior Associate with at least 5 years of post-qualification experience in private client law. The role focuses on advising high-net-worth individuals on tax-efficient strategies and trust management, while fostering a collaborative work environment. Ideal candidates should possess strong expertise in tax and succession planning, excellent communication skills, and a proactive approach to legal advice.

Benefits

Competitive salary

Exceptional benefits package

Flexible working arrangements

Supportive team culture

Qualifications

• At least 5 years' post-qualification experience in private client law.
• Strong technical expertise in tax, trusts, and succession planning.
• Exceptional interpersonal and communication skills.

Responsibilities

• Advise on wealth preservation and tax-efficient strategies.
• Manage multi-jurisdictional matters and family business succession.
• Work on high-profile, complex private client matters.

Skills

Technical expertise in tax

Trusts knowledge

Succession planning

Interpersonal skills

Organizational skills

Job description

Tax, Trusts & Succession Senior Associate (5+ years PQE or CILEX) | Top 100 Firm | Bristol

The Firm:

This top-tier law firm is a destination for the ambitious and imaginative, helping individuals, families, and businesses navigate change to secure a positive future. Known for its forward-thinking, flexible, and inclusive culture, the firm is committed to nurturing the potential of its people while fostering a collaborative and dynamic working environment.

The firm's focus on professional growth, creativity, and teamwork provides a platform for long-term career success. With a strong reputation for innovation and growth, the firm offers fresh perspectives to complex legal challenges, encouraging its lawyers to develop their expertise in a variety of fields. The firm prides itself on the supportive, open environment it creates, which nurtures professional development and encourages its lawyers to thrive.

The Role:

The Tax, Trusts & Succession (TTS) team is seeking a Senior Associate (5+ years PQE) or CILEX professional to join its growing team in Bristol. This is an exciting opportunity for a motivated individual to work on high-profile, complex private client matters, including succession planning, tax-efficient strategies, and trust management for high-net-worth individuals and families.

The role involves working on a wide range of issues, such as advising on wealth preservation, structuring land ownership, family business succession, and managing multi-jurisdictional matters. The team is known for its expertise in handling sophisticated wealth management and tax planning matters, and the successful candidate will have the opportunity to work on challenging and varied cases with a strong focus on long-term client relationships.

Recent Examples of Work:

• Advising trustees on the transfer of land to the next generation, while mitigating inheritance tax and preparing necessary documentation.
• Collaborating with a strategic land team to advise on structuring land ownership prior to entering into a promotion agreement.
• Assisting family business owners with the inheritance tax implications of transferring a business to their heirs.
• Providing pre-arrival UK tax planning advice to non-UK domiciled clients.
• Restructuring a Jersey trust holding UK property to ensure the wealth passes on to beneficiaries in multiple jurisdictions.

Why Join This Firm?

The private client team offers:

• Expertise across a full range of wealth management services, including tax advice, succession planning, trust administration, and family business governance.
• A supportive, flexible work environment with a culture that encourages professional growth and work-life balance.
• The opportunity to work on high-quality, complex matters with leading private client lawyers in the field.
• A collaborative culture that values diverse perspectives and fosters innovation in client service.

Who Is the Ideal Candidate?

The firm is looking for a candidate with:

• At least 5 years' post-qualification experience in private client law.
• Strong technical expertise in tax, trusts, and succession planning.
• A commercial, proactive approach to delivering legal advice that considers both legal excellence and clients' broader objectives.
• Exceptional interpersonal and communication skills, with the ability to engage effectively with clients and colleagues.
• Excellent organisational skills, with the ability to manage multiple priorities and deadlines.

The successful candidate will be a team player who thrives in a collaborative, dynamic environment and is committed to delivering exceptional client service and long-term results.

What's on Offer:

• Competitive salary and an exceptional benefits package, commensurate with experience.
• A diverse and stimulating workload, with the opportunity to take on increasing responsibility.
• Flexible working arrangements tailored to the individual's needs, alongside a supportive, inclusive team culture.