Private Client and Tax Associate (3-5 PQE)

About Withersworldwide

Since 1896, our firm has focused on and helped successful people, families, entrepreneurs family businesses, governments and institutions negotiate the wide range of legal issues they face in their business and personal lives.

Over time, we have gained valuable insights into the ways wealth can be generated, preserved, deployed and enhanced.

We assist our clients in a variety of industry sectors including real estate, manufacturing, motorsport, luxury brands, sport, hotels and hospitality, technology, energy, art and cultural assets, life sciences, charities and philanthropy and financial services. With 16 offices our experience means we can see the global picture.

We provide legal advice across a range of different practice areas including estate planning, personal and corporate tax and, corporate, banking and finance, access to capital (both private and public) both equity and debt, real estate, intellectual property, immigration, international trust structuring, philanthropy, luxury assets, international probate, public international law and international arbitration. 

Private Client and Tax Division

Today, we are the only global law firm dedicated to the personal and private capital needs of high net worth individuals and families.

Many of our clients are international families with interests in a number of locations. In a fast-moving and increasingly compliance focused world, the need for integrated advice that reaches across borders has never been greater. With offices across Europe, the United States and Asia-Pacific we provide coverage that other law firms in this area cannot match. Our team of experienced private client solicitors continually look for opportunities to ensure we have a strong presence in the locations where our clients live, work and invest.

Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes and compliance.

This practice generates approximately 55% of the partnership's revenues and is the largest in the world with over 300 people. We advise on domestic and international tax, estate planning, succession and mental capacity laws in Europe, the US and Asia, as well as facilitating our client's philanthropic endeavours. We have immigration teams in the major financial centres and are well placed to deal with tax investigation and litigation cases. Real estate is very important to our clients, and we have a specialist residential and rural team. 

Clients from every walk of life

Our clients have achieved success in many fields, from senior executives to multi-generational families, owners, managers and investors in private capital and some of the world’s wealthiest people. In Europe we have represented 70% of The Sunday Times top 100 Rich List and in Asia we act for 35% of the Hong Kong Forbes Rich List.

We act not just as private client lawyers but trusted advisers, looking to build strong relationships with you and with other professionals advising you. This is one of the reasons we are proud to have been asked to represent families down the generations.

Our mission: To be recognised as the top, and only truly global, law firm offering integrated domestic and international private client and tax advice.

Accolades

The private client team is ranked top in our offices around the world by the leading legal directories and have won and been shortlisted for a number of well recognised awards over the years

The Role

The role will cover a mixed caseload involving all aspects of tax, domestic and international wealth planning and trusts. 

Other key accountabilities will include:

• UK personal tax advice for both domestic and international families on their succession and tax planning using wills, corporates, partnerships, trusts and other structures. 
• Delivering high quality professional services with a focus on UK tax. 
• Advice to settlors, fiduciaries and beneficiaries regarding the establishment and management of offshore structures.
• Managing clients’ affairs effectively and profitably through delivery of own case load. 
• Building and maintaining a network of intermediaries and enthusiasm for developing business. 
• Actively working on business development with domestic and international clients.

This list of duties and responsibilities is not exhaustive.  It is intended to describe the general content and requirements for the performance of this job and, as such, the role may include the undertaking of additional tasks as required.

Key skills and experience

• Previous experience of private client, wealth structuring and tax advice
• Experience of working on transactions and large projects
• Strong academics
• Excellent written and communication skills
• Excellent research skills
• Team player
• Strong IT skills (e.g. Word & excel)

The essentials

• 9.30am – 5.30pm but flexibility is a must
• Primarily office based, but homeworking encouraged
• A generous benefits package

For further information, please contact the recruitment team.

Information for Recruitment Agencies

Withersworldwide endeavours to recruit and fill vacancies directly. However, when we do need to engage with agencies, Withersworldwide operates a preferred supplier list and will not be accepting unsolicited applications from non-PSL agencies for this role.

Equal Opportunities Employment Statement

It is the policy of Withersworldwide to provide equal opportunities for all employees in relation to recruitment, training and promotion.  Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, religion, sex, age, sexual orientation or disability.

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