Sr Associate / Legal Director – Succession & Tax – Bath – 5+

Company: Chadwick Nott
Apply for the Sr Associate / Legal Director – Succession & Tax – Bath – 5+
Location: Somerset
Job Description:

Overview

In this role, you will lead private-client work in a Bath-based top-tier law firm, guiding tax and estate planning for high-net-worth clients while mentoring a junior team. You’ll manage probate, trusts work, and powers of attorney, contributing to growth through business development. The role offers hybrid working, partnership potential, and a collaborative, inclusive culture. You help shape client outcomes and the firm’s Succession & Tax practice in the Bath region.

Pay / Benefits

  • hybrid working
  • private medical insurance
  • life insurance
  • health cash plan
  • career progression
  • professional development support

Responsibilities

  • Manage a varied caseload across private client matters
  • Provide tax and estate planning advice for high net worth clients
  • Advise farmers and business owners on succession planning
  • Oversee complex probate and estate administration
  • Advise on creation, restructuring and winding up of trusts
  • Provide guidance on Enduring and Lasting Powers of Attorney and Court of Protection matters
  • Supervise junior staff and support their development
  • Drive business development and contribute to firm growth strategy

Key requirements

  • Qualified Solicitor or CILEX with higher rights in private client work
  • Tax and estate planning expertise across a broad client base
  • Experience managing complex probate and estate administration
  • Knowledge of trust creation, restructuring and winding up
  • Expertise in Enduring and Lasting Powers of Attorney and Court of Protection matters
  • Succession planning experience with farmers and business owners (desirable)
  • Leadership skills to supervise and nurture junior staff
  • Strong business development skills and ability to generate referrals
  • Exemplary client service and relationship-building abilities
  • STEP Membership or progress towards it
  • Leadership
  • Relationship-building
  • Client service
  • Tax and estate planning
  • Probate and estate administration
  • Trust creation, restructuring and winding up

…

Posted: September 30th, 2026