Senior Associate - Private Client

at  Woodfines LLP

Job Advert
Fancy a change? Looking for a new challenge? Or just having a browse?
Whatever brings you here, you may as well see what Woodfines has to offer!
Due to an upcoming retirement, we are looking for a Senior Associate to join our Private Client team based in Cambridge. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking for!
At Woodfines, we put YOU first, we pride ourselves on our friendly, approachable attitude towards our staff and clients. We offer competitive salaries, flexible working and genuine progression opportunities, supporting you to achieve your goals, whilst maintaining a great work/life balance.
If you share our vision for delivering excellent service to our clients, whilst progressing your own personal development, in a welcoming and supportive environment, then we would love to welcome you into our firm.

DOES YOUR PREVIOUS EXPERIENCE INCLUDE:

• 8+ years PQE
• Experience preparing self-assessment tax returns
• SFE and/or STEP membership (desirable)

DO YOU HAVE THE FOLLOWING PERSONAL SKILLS?

• Excellent attention to detail, organisational and communication skills
• Great time management skills
• Self-motivated, outgoing and proactive
• Professional and works well both independently and in a team
• Calm under pressure

• Providing bespoke estate planning advice to mid to HNW clients
• Preparing complex Wills for mid to HNW clients
• Preparing Lasting Powers of Attorney for mid to HNW clients
• Dealing with the administration of taxable and non-taxable estates
• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
• Providing business succession planning to business owners including sole traders, partners, and shareholders
• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
• Attending networking events to build firm reputation and develop professional connections