Senior Associate - Trusts, Estates & Tax | Private Client

Freeths LLP; Sheffield; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Employee awards

Recognition for excellent work

Job summary

Freeths LLP is looking for a Senior Associate or Managing Associate in their Trusts, Estates and Tax team, based in Sheffield or Leeds. You will advise high-net-worth clients on estate and tax matters, work on complex legal documents, and have opportunities for professional growth. Candidates should have 3-7 years PQE in TET services, strong financial and client management skills, and proficiency in case management systems. The firm offers competitive rewards and a supportive team environment.

Qualifications

• 3 - 7 years of post-qualified experience (PQE) in TET services.
• Proven track record in financial management and client service.
• Experience with case management systems and electronic time recording.

Responsibilities

• Support a Director in drafting complex legal documents, including trusts and wills.
• Administer estates with a variety of interesting work involved.
• Engage in business development activities.

Skills

Trusts, Estates and Tax (TET) services

Financial management

Client relationship management

IT skills with case management systems

Interpersonal skills

Tools

Microsoft Office

Job description

Freeths LLP is looking for a Senior Associate or Managing Associate in their Trusts, Estates and Tax team, based in Sheffield or Leeds. You will advise high-net-worth clients on estate and tax matters, work on complex legal documents, and have opportunities for professional growth. Candidates should have 3-7 years PQE in TET services, strong financial and client management skills, and proficiency in case management systems. The firm offers competitive rewards and a supportive team environment.