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

Overview

In this Senior Associate role, you will manage a high-quality, complex private client caseload in Bristol, focusing on taxable estates and related tax issues. You’ll work within a structured team with strong support, handling diverse estates often referred by IFA partners. The position offers progression opportunities, a fixed-fee model, and a generous bonus potential, all within a modern, collaborative environment. This is a chance to deepen expertise in trusts and cross-border estates while contributing to high-caliber client work.

Pay / Benefits

• Competitive salary
• Quarterly bonus up to 6%
• No time recording
• Dedicated administrative and technical support
• Clear progression opportunities
• High quality work with complex estates

Responsibilities

• Manage up to 40 taxable full estate administration matters
• Handle complex estates referred by high-quality IFA partners
• Develop expertise in trusts, cross-border estates and advanced tax issues with support
• Collaborate within a dedicated team structure (Team Manager, Assistant Team Manager, Legal Assistants, specialist support)
• Engage in progression-focused case management within a fixed-fee model
• Operate in a no time recording environment with strong administrative and technical support
• Support junior team members and foster a collaborative culture

Key requirements

• 4+ years’ PQE in estate administration and private client work
• Strong experience handling taxable estates
• Autonomy in managing complex matters
• Interest 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

• strong communication
• client-focused
• collaborative
• estate administration
• trusts
• cross-border estates

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