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
…
