Trusts, Estates and Tax Managing Associate

Freeths; Leicester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is on the lookout for a dynamic Trusts, Estates, and Tax Managing Associate to join their growing team. This role offers the opportunity to work on a diverse range of estate matters for high net worth clients, providing professional development and supervisory responsibilities. The ideal candidate will have significant experience in estate administration, a strong commercial understanding, and the ability to manage complex cases effectively. Join a collaborative and inclusive environment where your contributions will make a significant impact on the firm's success.

Qualifications

• 8-15 years PQE in Trusts, Estates, and Tax law.
• Experience with estate administration and planning reports.

Responsibilities

• Supervise estate administration for high net worth clients.
• Draft estate planning reports and manage complex cases.

Skills

Estate Planning

Financial Management

Interpersonal Skills

Commercial Awareness

IT Skills

Education

Membership of STEP

Relevant Law Degree

Tools

Case Management Systems

Microsoft Office

Job description

Trusts, Estates and Tax Managing Associate

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About The Team
The Freeths PCS team is 50 strong, growing, and spread across our offices nationwide.

For 15 consecutive years, Freeths’ Trusts, Estates, and Tax lawyers have been ranked in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.

The East Midlands Trusts, Estates, and Tax Team is led by Rahul Kotecha and supported by Marie Cooper, both Directors based in Nottingham.

About The Role
The team is seeking an experienced Managing Associate lawyer with circa 8-15 PQE to join the Trusts, Estates, and Tax team in Nottingham. The role involves progressing and supervising estate administration, including taxable and non-taxable estates, estates settled after family disputes, estates with relievable assets such as business and agricultural property, and estates with related trusts.

The candidate should have experience drafting estate planning reports and working with business and landowners.

Our team handles a range of matters for high and ultra-high net worth clients, including international, agricultural, literary, and business assets. We have specialists advising on complex mental capacity issues, cross-border estates, and agricultural matters.

This role offers professional development opportunities, high-quality instructions, supervisory responsibilities, and support for business development activities.

Your Skills And Qualifications

• Relevant previous experience with the appropriate PQE level.
• Strong commercial awareness and industry understanding.
• Membership of STEP or willingness to undertake STEP qualifications.
• Proven financial management skills and sound case management.
• Good IT skills, including case management systems, electronic time recording, and Microsoft Office.
• Self-motivated, friendly, with excellent interpersonal skills.
• Ability to embody the firm’s values.

Smart. Bold. Together. We Are Freeths.

Become part of the team at Freeths.

Visit our website for recent highlights and more information.

If you care deeply, communicate openly, and collaborate effectively, we’d love you to join our diverse and inclusive team.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Law Practice