Private Client Senior Associate

Oculus Legal Group; Reading; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

28 days annual leave

Private Medical Insurance

Life Assurance (5x Salary)

Flexible hybrid working

Various other well-being benefits

Job summary

Oculus Legal Group, Reading, seeks a Senior Associate in Private Client to handle high-value tax and estate planning for UK and international clients. The role offers autonomy within a technically complex team and a fast-growing Private Client practice.

The ideal candidate will have 5+ years’ PQE in private client work, with a track record in cross-border structures and multi-jurisdictional estates, and will contribute to business development and market presence.

Qualifications

• 5+ years of private client experience with high-net-worth individuals.
• Experience advising on tax and estate planning matters.

Responsibilities

• Senior Associate will work on sophisticated tax and estate planning for high-value private client matters.
• Collaborate with senior colleagues on cross-border tax and estate planning and business development.

Skills

Private Client experience

High-net-worth advisory

Education

5+ PQE in Private Client

Job description

Job Role: Senior Associate – Private Client

Location: Reading Office

Reference: 8530

Job Profile:

We are currently working with a highly accredited Legal 500 UK Legal Firm that is now growing their Private Client team. This is a senior position with a high level of autonomy so would be suitable for an ambitious Senior Associate to work around a technically complex team and high-value private client matters. This opportunity is ideal for a 5+ PQE Senior Associate that wants to join an established and growing team.

This role places itself around sophisticated tax and estate planning, involving cross-border structures, multi-jurisdictional estates and complex and high-value family wealth arrangements. You’ll work alongside senior colleagues on advanced planning matters while driving business development initiatives and strengthening the team’s overall market presence.

Client Base:

You’ll be working around HNW individuals across the UK and internationally, and will require:

• IHT planning
• Succession Planning
• Wills
• Lasting Powers of Attorney (LPAs)
• Cross-border tax and estate planning
• 28 days annual leave
• Private Medical Insurance
• Life Assurance (5x Salary)
• Flexible hybrid working
• + Various other well-being benefits