Accounting & Finance

Private Client Senior Associate

Chadwick Nott

Southampton · Hampshire · United Kingdom

Overview

In this role you will join a well-regarded private client practice to handle a varied caseload across estate administration, probate, trusts, and succession planning. You will contribute to a high-calibre client base while supporting junior colleagues and helping grow the team. The position emphasizes technical excellence, client care, and commercial judgment within a collaborative culture. A clear path for progression and hybrid working offer meaningful development in a respected, tax-focused private client environment.

Pay / Benefits
  • Hybrid working and flexibility
  • Competitive salary and benefits
  • Structured progression opportunities
  • Supportive, collaborative team culture
  • Long-term development focus
Responsibilities
  • Estate administration and complex probate matters
  • Trust creation and management
  • Wills, LPAs and succession planning
  • High level inheritance tax and Capital Gains Tax planning
  • Support for junior colleagues and contribution to team development
Key requirements
  • Solid experience across tax related private client work
  • Excellent drafting and technical skills
  • Proactive, commercially minded approach with a focus on client care
  • STEP qualification – or willingness to work towards it
  • Client care
  • Proactivity
  • Commercial awareness
  • Estate administration
  • Probate matters
  • Trust creation and management

Reference: WJ-747_31164771

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