
Associate - Succession & Tax
- Plymouth Bristol Area
- Permanent
- Full-time
- Role: Associate (1+ PQE)
- Team: Private Client (Tax & Succession)
- Location: Hybrid working from Exeter, Plymouth, Bristol, or Southampton
- Working Pattern: Full-time / Part-time
- Advise on probate administration, will drafting, and estate planning
- Work with clients who own rural estates and complex assets
- Collaborate with colleagues across the wider Private Wealth team
- Build long-term relationships and deliver exceptional client service
- Engage in business development and networking to grow your presence
- A minimum of 1+ PQE in private client work
- Solid experience in wills, probate, trusts, and tax planning
- A strong technical understanding of UK tax and succession law
- Excellent communication skills and a commercial, pragmatic mindset
- A collaborative approach and enthusiasm for knowledge sharing and team development
- A desire to grow your profile and contribute to the wider success of the firm
- An ambitious growth strategy that opens up opportunities for our people to make their mark.
- A client base that spans household names, thriving startups, and ambitious enterprises.
- A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative.
- A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities.
- Comprehensive professional development and training - whatever your role and level we have training that will support you to achieve your goals.
- Competitive salary and performance-linked bonus.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships).
- An open, flexible working environment.
- Find out more about our benefits and work environment here
- Hit the "Apply Now" button.
- Send us your CV and a quick note on why this role is perfect for you.
- Our team will review your application and be in touch, whatever the outcome.
- Invited for interview?
- With a straightforward process typically involving two interviews, our talent acquisition team will guide you through every step, ensuring you feel confident and prepared to show us what you can do.
- We're here to support your individual needs. If you require any adaptations or adjustments, we're more than happy to accommodate these. Before your interview, we'll contact you to discuss the themes we'll cover and answer any questions you might have.
- If you'd like to visit our offices prior to your interview or would like help testing your kit for your virtual interview, just let us know.