Senior Private Client Associate — Tax Estates | Bristol | 6% Bonus

Ruth Wagstaff Recruitment Ltd; West of England; Presencial; GBP 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Quarterly bonus up to 6%

No time recording

Dedicated administrative and technical

Supportive team environment

Descripción de la vacante

Chadwick Nott is seeking a Senior Associate for its Private Client team in Bristol to manage a high-quality caseload of complex taxable estates. This role offers a modern, supportive environment with strong internal support and clear progression opportunities.

The candidate will have 4+ years’ PQE in estate administration and wider private client work, with experience in trusts, cross-border estates and advanced tax issues, all within a collaborative team.

Formación

• 4+ years’ PQE in estate administration and wider private client work
• Strong experience handling taxable estates
• Confidence managing complex matters with autonomy
• Interest in developing expertise in trusts, cross border estates and advanced tax issues
• Excellent communication skills and a client focused approach
• Strong organisational skills and the ability to manage a busy caseload efficiently
• Collaborative mindset and willingness to support junior team members

Responsabilidades

• Managing up to 40 taxable full estate administration matters
• Working on complex estates referred by high quality IFA partners
• Exposure to trusts, cross border estates and advanced tax issues (with full support to upskill)
• Collaborating with a dedicated team structure including Team Manager, Assistant Team Manager, Legal Assistants and Specialist support team handling property work, income tax and estate accounts
• Progression focused case management with no time recording
• Working on a fixed fee model

Descripción del empleo

Chadwick Nott is seeking a Senior Associate for its Private Client team in Bristol to manage a high-quality caseload of complex taxable estates. This role offers a modern, supportive environment with strong internal support and clear progression opportunities.

The candidate will have 4+ years’ PQE in estate administration and wider private client work, with experience in trusts, cross-border estates and advanced tax issues, all within a collaborative team.