Hays
Private Wealth Associate - Tax & Estate Planning
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Private Wealth Associate - Tax & Estate Planning
Tax & Estate Planning Solicitor
Your New Role
A fantastic opportunity has arisen for an experienced Tax & Estate Planning Solicitor to join a well-established and highly regarded Private Client team.
You'll handle a diverse and high-quality caseload covering:
- Estates
- Trusts
- Wills
- Tax planning
The role offers significant scope to deepen your technical expertise and contribute to the department's strategic growth. Clients include:
- High-net-worth individuals
- Complex family structures
Key responsibilities include delivering specialist advice on:
- Inheritance tax
- Capital gains tax
- Wealth preservation strategies
- Trust creation & administration
Your New Firm
You'll be joining a respected, ambitious, and supportive firm known for delivering exceptional private client work. The team is recognised for:
- Technical excellence
- Strong client service ethos
- Collaborative culture
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The firm offers:
- Clear growth strategy
- Modern working environment
- Emphasis on professional development
- Ideal platform for career progression
Requirements
Ideal candidates will:
- Have 4+ years’ experience in tax and estate planning (consideration for candidates with less experience if they demonstrate relevant exposure to complex private client and high-value tax matters).
- Demonstrate strong technical knowledge, with an in-depth understanding of:
- Wills and associated legislation
- Lasting powers of attorney
- Show expertise in trust law, including:
- Drafting and advising experience
- Inheritance tax planning and compliance
- Bring a proactive attitude with a willingness to take on new challenges.
- Be able to manage your own caseload and mentor junior colleagues.
- Exhibit ambition and drive, with a desire to contribute to the department's development plan and uphold the team's reputation for private client and tax work.
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Benefits
- Part of an outstanding private client team that values:
- Technical excellence
- Collaboration
- Long-term professional development
- Flexible hybrid working
- Competitive salary
- Clear progression opportunities into senior roles
- A commitment to work-life balance and career development
How to Proceed
If interested or seeking a confidential discussion, [get in touch].
If this role isn’t a perfect fit but you’re considering a move, applications from candidates outside the stated PQE are welcome—provided they can demonstrate the required technical ability.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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