Trusts, Estates and Tax - Senior Associate or Managing Associate – Sheffield or Leeds

Posted One Month Ago
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2 Locations
In-Office
Senior level
Professional Services
The Role
Senior or Managing Associate lawyer advising high and ultra-high-net-worth clients on trusts, estates, tax planning, wills, complex legal documents, and estate administration. The role involves supporting a Director, managing client matters, meeting financial and case-management targets, collaborating across private client specialties, and contributing to business development. Candidates should have relevant trusts, estates, and tax experience, strong interpersonal skills, sound IT capability, and approximately 3–7 years of post-qualified experience.
Summary Generated by Built In

About the Freeths Private Client Services Team


The Freeths TET team is 50 strong and spread nationally across our 12 offices. For 15 consecutive years Freeths’ Trusts, Estate and Tax lawyers have secured a Tier 1 ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.


About the role


The Trusts, Estates and Tax (TET) team is now seeking a Senior Associate or Managing Associate-level lawyer with circa. 3 - 7 PQE. The team advise high and ultra-high net worth clients in a wide variety of trusts, estate and tax planning matters and work closely with the wider national TET team whose combined services include acting as independent administrators in high-net-worth contested estates, advising on complex mental capacity issues, administering cross-border estates and advising agricultural clients.


In particular, the team is part of the firm’s extensive Private Client Services offering and also supports the wider firm, for example as part of our Private Wealth Initiative which brings together a variety of specialist teams including Corporate, Corporate Tax, Agricultural Property and Family to build holistic, solution driven advice for business owner clients. The TET team in the North has specialist knowledge in this area and is looking to grow its practice due to the level of work demand.


This role will give you the opportunity to develop professionally, working on high quality instructions alongside leaders in their respective fields. The role will involve supporting a Director, drafting of complex legal documents including trusts and wills and ideally administering estates. There is therefore a huge variety of interesting work. Progression is absolutely on offer for the right candidate and as a result, business development activities will be supported and encouraged.

 
Your skills and qualifications


  • Have directly relevant previous experience and have the correct level of post qualified experience (PQE) for the role in question. 
  • To have experience in TET services.
  • A proven track record of competent financial management, ability to meet client expectations and sound case management skills. 
  • Good IT skills, experience, and confidence with using case management systems, electronic time recording and general Microsoft packages. 
  • To be a self-starting, friendly individual with excellent interpersonal skills and an ability to take initiative. 
  • To be able to consistently demonstrate and embody the firm’s values.

Smart. Bold. Together. We Are Freeths.

Become part of the team at Freeths.

 

View some of our recent highlights on our website here.


We welcome applications from people of all backgrounds and experiences. If you require any adjustments during the recruitment process, please let us know and we will be happy to support you.

Skills Required

  • Directly relevant previous legal experience
  • Approximately 3–7 years of post-qualified experience
  • Experience in trusts, estates, and tax services
  • Proven financial management capability
  • Ability to meet client expectations
  • Sound case management skills
  • Good IT skills and confidence using case management systems, electronic time recording, and Microsoft packages
  • Self-starting attitude and excellent interpersonal skills
  • Ability to take initiative
  • Ability to demonstrate and embody the firm's values
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The Company
HQ: Nottingham
1,400 Employees
Year Founded: 1810

What We Do

Freeths is a leading, full-service UK law firm with a national network of 12 offices and more than 1,300 colleagues. It delivers legal services and practical advice to clients across a broad range of matters, while also working with more than 200 public-sector bodies, including schools, education providers, and NHS trusts. The firm emphasizes smart, bold, collaborative, inclusive, and responsible service.

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