Private Client Associate

Salary: Competitive and based on experience

Location: Nottingham

An exciting opportunity has arisen for a talented and experienced Private Client Associate to join a highly respected legal team. This role offers the chance to work on high-quality instructions alongside leaders in their respective fields, with a focus on Trusts, Estates, and Tax. The successful candidate will have the opportunity to develop professionally in a supportive and inclusive environment. This role is perfect for someone who is looking to take their career to the next level within a dynamic and growing team.

• Opportunity to work with leaders in the field of Trusts, Estates, and Tax
• Chance to develop professionally in a supportive environment
• Role within a dynamic and growing team

What you'll do:

As a Private Client Associate, your role will be diverse and challenging. You will be responsible for setting up and administering Trusts, including those for vulnerable beneficiaries. Your expertise will be crucial in assisting the wider team with tax compliance tasks such as registering trusts, estates, and properties with TRS. You will also prepare income tax returns for individuals, trustees, and personal representatives, as well as capital gains tax returns. Furthermore, you will prepare IHT returns for Trusts. Working under the guidance of experienced Trusts lawyers and Chartered Tax Advisors, this role offers an excellent opportunity to grow your skills and make a significant impact.

• Setting up and administration of Trusts, including trusts for vulnerable beneficiaries
• Assisting the wider team with tax compliance including registering trusts, estates and properties with TRS
• Preparing income tax returns for individuals, trustees, and personal representatives
• Preparing capital gains tax returns
• Preparing IHT returns for Trusts
• Working under the guidance of experienced Trusts lawyers and Chartered Tax Advisors

What you bring:

The ideal candidate for the Private Client Associate role brings directly relevant previous experience in Trusts, Estates, and Tax law. They possess strong commercial acumen and have a proven track record of competent financial management. Their ability to meet client expectations is matched by their sound case management skills. They are confident in using IT tools such as case management systems, electronic time recording, and general Microsoft packages. Above all else, they are friendly individuals with excellent interpersonal skills who can consistently demonstrate our firm's values.

• Directly relevant previous experience in Trusts, Estates, and Tax law
• Strong commercial acumen
• 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
• Excellent interpersonal skills

What sets this firm apart:

This company prides itself on its commitment to providing high-quality legal services across various sectors. With a strong national presence spread across multiple offices, it has secured a ranking in the UK's leading legal directory, Chambers and Partners High Net Worth Guide, for 15 consecutive years. The company fosters a culture of inclusivity and collaboration, where every team member is valued and supported. It encourages professional development and offers opportunities to work on high-quality instructions alongside leaders in their respective fields.

What's next:

Ready to take the next step in your career? Apply now by clicking the link or sending your CV to

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates