Private Client Senior Associate

Fladgate LLP

Greater London

On-site

GBP 80,000 - 100,000

Full time

14 days+

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Job summary

Fladgate LLP is seeking a Senior Associate in the Private Client team located in London. This role is geared towards delivering excellent service to clients through solution-based advice and managing a diverse range of client issues.

Key responsibilities include drafting tailored tax advice, managing client files, and liaising with financial advisers and HMRC. The ideal candidate should possess over 6 years of PQE in a relevant field and exceptional client care skills.

Qualifications

  • At least 6 years’ PQE in a tax or international Private Client team.
  • Experience in dealing with high-net-worth clients.
  • Strong communication skills and ability to build relationships.

Responsibilities

  • Draft tailored tax advice for clients.
  • Manage client files from inception to completion.
  • Liaise with intermediaries on behalf of clients.
  • Supervise junior members of the department.

Skills

Confirmed admission to the roll of Solicitors in England & Wales
Excellent client care
Commercial expertise
Flexible attitude
Positive work ethic

Education

Excellent academics
ATT, CTA or STEP qualifications

Job description

Private Client Senior Associate 6+PQE,LondonDownload PDFContract LengthPermanentLocationLondonSenioritySenior AssociateChargeable Hours1350 hours**As a Senior Associate in the Private Client team, your role is to provide an excellent service to clients, through solution-based advice, inspiring trust and confidence and by being actively engaged in clients’ issues.**The role involves advising clients on a broad range of tax and private client matters, supporting partners and other fees earners in the Private Client team and regularly working alongside fee earners in the Private Wealth, Property, Corporate and Dispute Resolution departments.You will already have an understanding of UK and international tax law but will be supported at all times by Partners within the team to develop this knowledge and apply it to meet the needs of our clients.## Key Responsibilities* Drafting tailored tax advice and planning solutions for clients, both UK and international* Implementation of advice for clients, including liaising where necessary with other departments and overseas tax/legal counsel;* Day to day management of client files from inception of a matter to completion, including scoping and quoting for new matters, keeping clients updated as a matter progresses and billing;* Liaising with intermediaries on behalf of clients including bankers, financial advisers and trustees;* Managing HMRC enquiries and disclosures;* Advising on founder/management equity, employment related securities, and incentive arrangements;* Drafting bespoke deeds, agreements and Wills* Researching discrete areas of tax and trusts law; and* Supporting the Private Wealth, Real Estate, Corporate, Litigation and Finance departments with advice needed by their HNW/UHNW clients.## General Responsibilities* Dealing directly with clients and taking primary responsibility for cases or specific tasks;* Taking work from a number of Partners and Associates and managing workload* Leading workstreams on multi-disciplinary matters with Private Wealth, Corporate, Real Estate, Finance and Disputes teams;* Drafting all documentation observing house style;* Meeting all financial targets;* Assisting in Business Development and Marketing initiatives;* Supervising junior members of the department including Paralegals and Trainees where required;* Keeping up to date with developments in the law, attending training sessions (internal and external) and contributing to department training initiatives; and* Maintaining a working knowledge of corporate tax concepts relevant to owner managed and privately held businesses.## Person SpecificationWe look for talented technical lawyers with the commercial expertise to manage a HNW and UHNW entrepreneurial client base.Our ideal candidate will have many of the following skills and attributes:* Confirmed admission to the roll of Solicitors in England & Wales (overseas solicitors with UK experience who do not require visa sponsorship will also be considered);* Excellent academics;* At least 6 years’ PQE in a tax team or international Private Client team within private practice;* ATT, CTA or STEP qualifications (or you will have started studying for these qualifications or be willing to do so in the near future);* A demonstrable track record of excellent client care and direct client contact;* A willingness to be actively involved in Marketing and Business Development; and* A flexible attitude and the ability to work effectively as part of a diverse and inclusive team.You will be a confident communicator with a positive work ethic and the ability to build credible relationships with clients both internal and external. We are looking for an individual who presents themselves with professionalism and polish, who will inspire the confidence of clients and colleagues.
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