Trusts, Estates and Tax Senior Associate - Oxford

About the Freeths Private Client Services Team

The team is 50 strong and spread nationally across our 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.

The Top Tier Oxford Trusts, Estates and Tax Team is led by Lisa Mark-Bell

(Partner), with Louise Lewis (Partner) as National Head. Both are listed in

Chambers (HNW) and Legal 500. Lisa is dual qualified as a solicitor and a

chartered tax adviser.

About the role

• We would be ideally be interested in speaking with private client lawyers from 4
• – 6 years PQE. The team cover a range of matters for high and ultra-high net
• worth clients. We have specialists in all areas of trusts, estates and tax with
• members of the team advising clients with international, agricultural, literary,
• business and other assets. Directors and Partners all specialise in particular
• areas, including acting as independent administrators in high net worth
• contested estates, advising on complex mental capacity issues, administering
• cross-border estates and advising agricultural clients.  The team is recognised
• for its ability to work flexibly to find solutions. An example of this is the
• firm’s Private Wealth Initiative in which members of the Corporate and TET teams
• work together to build succession and tax plans for business owners.

• In this role you will work closely with the senior members of the Trusts, Estate
• and Tax team based in Oxford, who will oversee your work and actively help you
• to progress your career. This role will give you the opportunity to develop
• professionally, working on high quality instructions alongside leaders in their
• respective fields.

Key Responsibilities

• To work to a consistently high level and to provide an exemplary level of

client service and care.

• Competent financial management and commercial awareness, including accurate

time recording, billing, achievement of firm delivered targets and management

of WIP.

• To contribute actively toward business development opportunities to ensure

the retention of existing clients and expansion of business.

• To ensure at all times that you maintain up to date technical expertise.

• To be accountable for your own personal development and to continuously

develop interpersonal and soft skills.

• To be competent at all times in accordance with the SRA competence standards

• To carry out any other such reasonable tasks that may be required from time

to time.

Your skills and qualifications

• Have directly relevant previous experience and have the correct level of post

qualified experience (PQE) for the role in question.  We are open to

candidates between 0 - 4 years PQE for this role but ideally you would have

4-6 years PQE.

• To have a strong commercial acumen and understanding of the industry and

business of the client.

• 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.

• To be able to consistently demonstrate and embody the firm’s values.

No agencies. Direct applications only. For further information or a confidential

discussion, please contact the recruitment team at

!recruitmentfreeths@freeths.co.uk [!recruitmentfreeths@freeths.co.uk].

SMART. BOLD. TOGETHER. WE ARE FREETHS.

Become part of the team at Freeths.

View some of our recent highlights on our website here

[https://www.freeths.co.uk/about-us/].

Do we sound like a match? If you’re someone who cares deeply, communicates

openly and collaborates effectively, then we’d love to have you join our

diverse, inclusive team.