Senior Associate – Private Client – Bristol – 4+ Years PQE

Overview

In this role you will manage a sophisticated private client caseload focusing on taxable estates within a supportive, modern Bristol team. You drive high‑quality estate administration, collaborate with cross‑function specialists, and develop expertise in trusts and cross‑border tax matters. The position emphasizes progression, a fixed‑fee model, and a strong client‑facing approach. You’ll contribute to a structured, team‑focused environment with clear development opportunities.

Pay / Benefits

• competitive salary
• quarterly bonus up to 6%
• no time recording
• dedicated administrative and technical support
• clear progression opportunities
• friendly, modern and well structured team environment

Responsibilities

• Manage up to 40 taxable full estate administration matters
• Handle complex estates referred by high‑quality IFA partners
• Gain exposure to trusts, cross-border estates and advanced tax issues with support to upskill
• Collaborate within a structured team (Team Manager, Assistant Team Manager, Legal Assistants, specialist support)
• Engage in progression‑focused case management under a fixed fee model
• Operate in a no time recording environment and contribute to case progression
• Benefit from dedicated administrative and technical support and clear progression opportunities

Key requirements

• 4+ years PQE in estate administration and private client work
• Strong experience handling taxable estates
• Ability to manage complex matters autonomously
• Interest in developing expertise in trusts, cross-border estates and advanced tax issues
• Excellent communication and client-focused approach
• Strong organizational skills and ability to manage a busy caseload
• Collaborative mindset and willingness to support junior team members

• client-focused communication
• collaboration
• strong organizational skills
• estate administration
• trusts
• cross-border estates

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