Overview

To provide a breath of estate planning and advice dealing with inheritance tax, capital gains and, corporate taxes (ideally).

To provide expert advice on Inheritance Tax and succession planning, on complex estates and tax profiles that may require further specialist practice area advice within mfg.

Provide technical guidance and support to team members to enhance capability and build a culture of continuous learning. The role will involve working closely with other tax and succession, land and property, corporate, family, employment and litigation experts to ensure fully integrated holistic advice for clients. Have a proactive approach to legislative changes, supporting and advising clients for the future. Able to collaborate effectively with colleagues and other Divisions to deliver integrated client solutions.

Responsibilities

• Provide expert tax and succession planning advice for private clients, including those with complex asset profiles and business/land interests.
• Collaborate with tax, succession, land and property, corporate, family, employment and litigation experts to deliver integrated client solutions.
• Support and guide team members to develop capability and foster a culture of continuous learning.
• Proactively monitor legislative changes and advise clients on future implications.
• Engage in business development and marketing activities to build the client base.
• Work with colleagues across Divisions to deliver holistic, client-focused outcomes.

Requirements / Qualifications

• Minimum 5 years advisory experience in an accountancy or legal practice setting.
• Experience dealing with a broad range of tax issues relating to private clients in a law firm, accountancy practice, or HMRC.
• Experience acting for a range of private clients, including those with complex asset profiles and business/land interests.
• Ability to work collaboratively in a supportive team environment.
• Proactive approach to business development and marketing.
• Self-motivated with strong interpersonal skills and a commitment to delivering outstanding client service.
• Excellent communication, negotiation, and client management skills.
• Ideally membership in the Society of Trust and Estate Practitioners (STEP) or Chartered Institute of Taxation (CTA).
• A Solicitor (Senior Associate) 5 years+ PQE in Private Client with a focus on Tax and Succession planning is desirable.

Location and Team

You will be based in the Worcester office with the wider team working from Worcester, Kidderminster and Ludlow offices. Other offices include Birmingham, Bromsgrove and Telford. The role will be a mix of office, hybrid and flexible working driven by business and client needs. You will be supported by the team upon joining as part of the newly formed Tax and Succession Planning Team, led by Partner and Divisional Head, Sally Smith, alongside Partner, Peter Stephens, Legal Director, Scott Vanes and Legal Secretaries, Becky Shepherd and Jennifer Howells.

Role Details

Day to day, you will be successful in this role if you are a Senior Solicitor (5+ years PQE) in Private Client with a keen focus on Tax and Succession planning. You will work with a diverse range of high-net-worth clients needing expert tax and succession advice and cultivate strong long-term relationships as a trusted advisor. This is an opportunity to join a forward-thinking division and contribute to strategic growth in this niche area.

Benefits

• Competitive salary aligned with market rates
• 29 days' holiday (additional days at Christmas 2025 and statutory Bank Holidays)
• Healthcare benefit scheme
• Employee Assistance programme and wellbeing services - 24/7 helpline facility
• Discounted legal fees for staff and family members
• Death in service provision
• Auto enrolment into Company Pension
• Annual colleague event

Additional Information

Other reasons to join us: We offer a rewarding career of quality work alongside a commitment to your development. It\'s a fantastic environment in which people grow. A supportive \'people first\' culture, wellbeing, and work/life balance (a 35-hour week). Our people respond that it\'s a great place to work and they\'re proud to work here. We are committed to inclusion and CSR activities across Sports & Social and Health & Wellbeing groups.