Private Wealth Lawyer | 3+ years

CoLegal Limited; Auckland; On-site; NZD 110,000 - 180,000; Full time

Job summary

CoLegal Limited in Auckland seeks a lawyer with 3+ years' experience to advise high net worth private clients on tax planning, trust structures, inheritance and estate planning, and cross-border wealth matters.

You will work with two partners in a supportive, collaborative environment, enjoy autonomy, and have opportunities to develop broader private client, property or corporate advisory skills within a leading full-service firm.

Qualifications

• 3+ years' solid legal experience, ideally with experience advising on tax, private client, property or corporate matters.
• An ability to communicate well and build rapport with a range of private clients.
• Sound drafting skills and the ability to provide advice in a clear and concise manner.

Responsibilities

• Assist high net worth private clients with tax, trust structuring, inheritance and estate planning matters.
• Advise on wealth planning, overseas investment and cross-border corporate considerations.
• Collaborate with partners and other teams to deliver sophisticated and complex legal solutions.

Skills

Private client experience

Tax advisory

Drafting skills

Job description

About the Opportunity

This is an opportunity to join a thriving modern city based practice that represents a multi-generational client base, including high net worth individuals and investors. This is a role where you can work with a good level of autonomy with private clients and assist them in their personal affairs advice around trust structuring, inheritance and estate planning, wealth and succession planning tax considerations relating to wealth, transactions and projects overseas investment and corporate immigration aspects. Matters are often sophisticated, complex, varied and technical in nature.

About the team

Working with two well respected partners, there is a strong and inclusive team culture with opportunities for support, mentorship and growth.

Wellbeing is a key focus of the firm and there are decent working hours. There is the opportunity for cross-collaboration with other teams across the firm which will enable you to have broad exposure and the opportunity to build strong internal relationships with colleagues.

About you

To be successful in this role, you will ideally have:

• 3+ years' solid legal experience, ideally with experience advising on tax, private client, property or corporate matters. More importantly is you have the ability to work with high net worth clients that have significant assets to consider and helping them navigate through technical legal matters;
• An ability to communicate well and build rapport with a range of private clients;
• Sound drafting skills and the ability to provide advice in a clear and concise manner;
• Strong interpersonal skills and the ability to sensitively handle matters when needed.

This opportunity would suit you if you are from a reputable legal or accounting firm with a strong foundation of skills and experience and keen to move into a leading full service firm where you can grow. Perhaps wealth management and private client work are of particular interest to you and you're now keen to level up with complex and interesting work?