Senior Private Client Associate - Estate & Tax Planning

Irwin Mitchell; Southampton; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prominent legal firm in Southampton is seeking a talented individual to join their Private Client team. Responsibilities include advising high-net-worth clients on complex estate and tax matters and collaborating with other professionals. Candidates should have strong experience with wills and trusts, and ideally be STEP qualified or working towards it. The firm offers generous benefits, including flexible working, ample holidays, and a supportive environment focused on wellbeing and personal development.

Benefits

25 days holidays plus bank holidays

Generous pension schemes

Volunteering days

Health membership schemes

Qualifications

• Strong experience advising on complex and high-value matters including wills, trusts, and estate administration.
• Ideally STEP qualified or working towards qualification.
• Skilled in taxation of trusts and estates.

Responsibilities

• Advise high-net-worth individuals on estate and tax planning.
• Collaborate with teams and external professionals.
• Support business development and client relationships.

Skills

Complex matter advice

STEP qualification (or working towards)

Lifetime IHT planning

Collaboration skills

Business development

Team player mentality

Job description

A prominent legal firm in Southampton is seeking a talented individual to join their Private Client team. Responsibilities include advising high-net-worth clients on complex estate and tax matters and collaborating with other professionals. Candidates should have strong experience with wills and trusts, and ideally be STEP qualified or working towards it. The firm offers generous benefits, including flexible working, ample holidays, and a supportive environment focused on wellbeing and personal development.