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Senior associate - private client

Oxford
Blake Morgan LLP
Posted: 12 November
Offer description

Apply for the Senior Associate – Private Client role at Blake Morgan LLP.

We’re looking for an experienced Private Client Solicitor to join our established Succession & Tax team in Oxford (ranked Tier 2 in the Legal 500). The role is ideal for an ambitious and highly technical Associate or Senior Associate seeking greater accountability with supportive mentorship. The successful candidate will have broad experience and a thorough understanding of lifetime planning (advisory) and estate administration.


Key Responsibilities

* Preparation of Wills and Lasting Powers of Attorney
* Estate planning (including lifetime and post‑death planning), advising on Income Tax, Capital Gains Tax* and Inheritance Tax*, and creating lifetime trusts
* Obtaining Grants of Probate or Letters of Administration and administering estates, including foreign domicile, re‑sealing of grants and intestate estates
* Preparing deeds of variation, deeds of gifts and deeds of family arrangement
* Providing trust advice, particularly around setting up, managing and administering trusts with reference to the firm’s dedicated Trust Administration team (as required)*
* Engaging with the Trust and Tax Team for administration and compliance aspects of trust administration
* Supporting hybrid working with 2–3 days of flexible office attendance, as business needs dictate


Skills / Experience Required

* Strong background in wills and probate with experience running independent caseloads
* Technical competence and intellectual ability (STEP qualification preferred or commitment to obtaining it)
* Confident and personable approach with excellent verbal and written communication skills
* Proven ability to work effectively as part of a team, role‑modeling, supervising and delegating appropriately
* High level of client care and appreciation of its value
* Experience managing relationships with colleagues (across disciplines) and third‑party introducers of work
* Flexible outlook with the ability to prioritise and work under pressure
* IT literacy – training will be provided on our Practice Management System, Peppermint, and Document Management System, iManage


Seniority Level

Mid‑Senior level


Employment Type

Full‑time


Job Function

Legal


Industry

Law Practice

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