Sr Associate / Legal Director - Succession & Tax - Bath - 5+

Chadwick Nott; Bath; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Insurance

Health cash plan

Clear career progression pathways

Professional development support

Job summary

A prestigious law firm in Bath is seeking a Senior Associate / Legal Director specializing in Succession & Tax. This role involves managing a diverse caseload, including providing tax and estate planning advice to high net worth clients, and advising on succession planning. The ideal candidate will have significant experience in private client work and leadership skills to supervise junior staff. In addition to a competitive salary of £70,000 - £90,000, the firm offers hybrid working and a supportive, inclusive culture.

Qualifications

• Experience in providing tax and estate planning advice to high net worth clients.
• Significant experience in complex probate and estate administration matters.
• Proven ability to manage and nurture junior staff.

Responsibilities

• Manage a varied caseload including tax advice and estate planning.
• Advise on succession planning for farmers and business owners.
• Supervise junior members and contribute to business development.

Skills

Tax and estate planning expertise

Complex probate and estate administration

Trust creation and restructuring knowledge

Court of Protection expertise

Succession planning experience

Leadership and supervision skills

Business development skills

Exemplary client service skills

Education

Qualified Solicitor or CILEX

Job description

Senior Associate / Legal Director – Succession & Tax – Bath – 5+ Years PQE

Department: Succession and Tax
Division: Private Client
Location: Bath
Type of Role: Permanent, Full-time (35 hours per week, hybrid flexibility)
Salary: £70,000 - £90,000 (dependent on experience)

The Role

You'll manage a varied caseload, including:

• Providing tax and estate planning advice to high net worth and ultra-high net worth clients
• Advising farmers and business owners on succession planning
• Managing complex probate and estate administration matters
• Advising on the creation, restructuring and winding up of trusts
• Providing advice on Enduring and Lasting Powers of Attorney, as well as Court of Protection matters
• Supervising junior members of staff and supporting their development
• Driving business development and contributing to the firm's growth strategy

Candidate Requirements

This role is suited to a qualified Solicitor or CILEX with higher rights and significant experience in private client work, including:

• Tax and estate planning expertise for a broad range of clients
• Experience managing complex probate and estate administration matters
• Knowledge of trust creation, restructuring and winding up
• Expertise in Enduring and Lasting Powers of Attorney and Court of Protection matters
• Succession planning experience with farmers and business owners (highly desirable)
• Leadership skills with the ability to supervise and nurture junior staff
• Strong business development skills and ability to generate referrals
• Exemplary client service and relationship-building skills
• STEP Membership or working towards it

Benefits

• Competitive salary with progression opportunities towards partnership
• Hybrid working and flexibility to balance office and home commitments
• Private Medical Insurance, Life Insurance, Health cash plan and other tailored benefits
• Supportive, inclusive culture with regular social and networking events
• Clear career progression pathways and professional development support

How to Apply

If this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:

Email: [e-mail]
Phone: [phone]

The firm is an equal opportunities employer and welcomes applications from all suitably qualified candidates. Adjustments to the recruitment process can be made to support individual needs.

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*