Trusts, Estates and Tax Senior Associate

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

Job summary

An established industry player is looking for a Trusts, Estates, and Tax Senior Associate to join their dynamic team. The role offers a chance to work on high-quality instructions while supporting vulnerable beneficiaries and ensuring tax compliance. With a strong emphasis on professional development and collaboration, this position is ideal for a self-starting lawyer with a passion for delivering exceptional client service. Join a diverse and inclusive team that values communication and teamwork, and take the next step in your legal career.

Qualifications

• 2-7 PQE with relevant experience in Trusts and Estates.
• Strong financial management and client expectation skills.

Responsibilities

• Handle matters related to Trusts and tax compliance.
• Assist with registering trusts and preparing tax returns.

Skills

Post-qualification experience (PQE)

Commercial acumen

Financial management skills

IT skills

Interpersonal skills

Tools

Case management systems

Microsoft Office

Job description

Trusts, Estates and Tax Senior Associate

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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, Estates, and Tax lawyers have secured a ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.

About The Role

The team is now seeking an Associate or Senior Associate-level lawyer with circa 2-7 PQE to join in Nottingham, working under the guidance of Sarah Phillips and Rebecca Martindale. The role involves handling matters such as setting up and administering Trusts, including those for vulnerable beneficiaries, and assisting with tax compliance tasks like registering trusts, estates, properties with TRS, preparing various tax returns, and IHT returns for Trusts.

This position offers opportunities for professional development, working on high-quality instructions, with support for business development activities.

Your Skills And Qualifications

• Relevant previous experience with appropriate post-qualification experience (PQE)
• Strong commercial acumen
• Proven financial management skills and ability to meet client expectations
• Good IT skills, experience with case management systems, electronic time recording, and Microsoft Office
• Self-starting, friendly, with excellent interpersonal skills
• Embodies the firm’s values

Additional Information

Smart. Bold. Together. We Are Freeths.

Join our diverse, inclusive team if you care deeply, communicate openly, and collaborate effectively.

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industry: Law Practice