Trusts, Estates and Tax Senior Associate

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JR101195

About the Freeths Private Client Services Team The Freeths PCS team is 50 strong and spread nationally across our 13 offices. For 15 consecutive years Freeths’ Trusts, Estate and Tax lawyers have secured a Tier 1 ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.

About the role

The Birmingham-based Trusts, Estates and Tax (
** TET**) team, led by Director, Hannah Turner, is now seeking a Senior Associate-level lawyer who is circa. 3 - 7 PQE. The team advise high and ultra-high net worth clients in a wide variety of trust, estate and tax planning matters and work closely with the wider national TET team whose combined services include 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 part of the firm’s extensive Private Client Services offering and also supports the wider firm, for example as part of our Private Wealth Initiative which brings together a variety of specialist teams including Corporate, Corporate Tax, Agricultural Property and Family to build holistic, solution driven advice for business owner clients.

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 have the correct level of post qualified experience (PQE) for the role in question.
* To have experience in TET services including administration of trusts.
* 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.
* To be a self-starting, friendly individual with excellent interpersonal skills and an ability to take initiative.
* To be able to 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 !

R #
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** Sharing success matters to us. We love to showcase excellent work across the firm and celebrate our people through our employee awards. We recognise our teams work hard together to deliver the best solutions for our clients. That’s why great work is well rewarded - our rewards and benefits are among the best in the business.

We are committed to sourcing candidates directly where possible. For particular roles, we may work with preferred suppliers who will be invited by our resourcing team to support us. We may also agree to accept CVs from other suppliers on an ad hoc basis (to be agreed in writing). We will not be responsible for fees in relation to CVs or profiles submitted directly to our partners or other employees or for any applications not submitted via our portal.

Agencies should contact our recruitment team before submitting unsolicited applications.
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