Trusts, Estates and Tax Managing Associate - Nottingham

Freeths; Nottingham; On-site; GBP 85,000 - 125,000; Full time

Job summary

A leading law firm in Nottingham is seeking a Trusts, Estates and Tax Managing Associate with 8-15 years of PQE. The role involves supervising junior team members in managing estates, drafting planning reports, and engaging in business development. Successful candidates should possess strong commercial acumen, proven financial management skills, and excellent interpersonal abilities. This is a full-time position that offers opportunities for professional development within a dynamic team of experts.

Qualifications

• Relevant previous experience and PQE suited for the role.
• Ability to meet client expectations and manage cases effectively.
• Proven track record in financial management.
• STEP qualification or willingness to pursue STEP.
• Strong IT and case-management proficiency.
• Excellent interpersonal skills and adherence to firm values.

Responsibilities

• Supervise administration of various types of estates.
• Draft Estate planning reports for clients.
• Engage in business development activities.
• Work with high net worth clients including cross-border assets.
• Support directors and partners with complex matters.

Skills

Strong commercial acumen

Financial management

IT skills

Interpersonal skills

IT skills

Interpersonal skills

Firm values

Education

Post-Qualified Experience (8-15 years)

STEP membership or desire to undertake STEP qualifications

Tools

Case management systems

Microsoft Office

Microsoft Office

Job description

Trusts, Estates and Tax Managing Associate - Nottingham

Freeths, Nottingham, England, United Kingdom

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About the Team

The Freeths PCS team is 50 strong, growing, and spread nationally across our offices.

For 15 consecutive years, Freeths’ Trusts, Estate and Tax lawyers have secured a ranking 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, who are both based Directors in our Nottingham office.

About the Role

The team are now seeking an experienced Managing Associate lawyer who has circa 8‑15 years’ PQE to join them in the Trusts, Estates and Tax team in Nottingham; we could also consider Sheffield or Birmingham as alternative locations. The successful candidate will help progress and supervise the administration of all types of estates being handled by junior members of the team. These will include taxable and non‑taxable estates, estates settled following family disputes, estates containing relievable assets (including business and agricultural property assets), and estates with related trusts that may arise.

The individual should also have experience drafting Estate planning reports and working with business owners/land owners.

The team covers a range of matters for high and ultra‑high net worth clients and we have specialists in all areas of trusts, estates and tax, advising clients with international, agricultural, literary, business and other assets. Directors and Partners specialise in particular areas, including acting as independent administrators in high net worth contested estates, advising on complex mental capacity issues, administering cross‑border estates and advising agricultural clients.

The team is recognised for its ability to work flexibly to find solutions. An example of this is the firm’s Private Wealth Initiative wherein members of the Corporate and TET teams work together to build succession and tax plans for business owners.

This role will give you the opportunity to develop professionally, working on high quality instructions alongside leaders in their respective fields. There will be a good level of supervisory responsibilities involved, and business development activities will be supported and encouraged.

Your Skills and Qualifications

• Have directly relevant previous experience and the correct level of post-qualified experience (PQE) for the role in question.
• Have strong commercial acumen and understanding of the industry.
• Be a member of STEP or desire to undertake STEP qualifications.
• Have a proven track record of competent financial management, ability to meet client expectations, and sound case management skills.
• Good IT skills, experience, and confidence with using case management systems, electronic time recording, and general Microsoft packages.
• Be a self‑starting, friendly individual with excellent interpersonal skills.
• Consistently demonstrate and embody the firm’s values.

No agencies. Direct applications only. For further information or a confidential discussion, please contact the recruitment team: [e-mail].

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Do we sound like a match? If you’re someone who cares deeply, communicates openly and collaborates effectively, then we’d love to have you join our diverse, inclusive team.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industry

Law Practice