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

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

Benefits offered by this job

Private Medical Insurance

Life Insurance

Health cash plan

Career development support

Job summary

Chadwick Nott is seeking a Senior Associate or Legal Director for its Succession and Tax team in Bath. The role involves managing a varied caseload in private client matters, supervising junior staff, and contributing to business development.

Hybrid working is available, with a route toward partnership. The successful candidate will have 5+ years PQE in private client, strong tax and estate planning, and experience with trusts, powers of attorney, and Court of Protection matters.

Qualifications

• Qualified Solicitor or CILEX with higher rights in private client
• Extensive tax and estate planning expertise for high net worth clients
• Experience managing probate and complex estate administration

Responsibilities

• Manage a varied caseload across succession and tax matters
• Supervise and develop junior staff within the team
• Drive business development and contribute to the firm’s growth
• Advise on trusts creation, restructuring and winding up
• Provide guidance on Enduring and Lasting Powers of Attorney and Court of Protection matters

Skills

Tax planning & estate planning

Probate & estate administration

Trusts creation & restructuring

Powers of Attorney & Court of Protec.

Succession planning (farmers & owners)

Team supervision & leadership

Business development

Client relationship management

STEP membership (or pursuing)

Education

Qualified Solicitor or CILEX with higher rights

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)

A highly regarded law firm is seeking an experienced Senior Associate or Legal Director to join its busy Succession & Tax team in Bath. This is an exciting progression opportunity for an ambitious lawyer seeking partnership, with responsibility for supervising a dedicated team while contributing to business development activities across the Bath region.

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

The firm offers:

• 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

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.*

Job Tenure: Permanent and Full-Time
Salary: £70000 – £90000 per annum
Location: Bath, Somerset