Private Client Tax Solicitor

Combe – £65,000 - £75,000

About the Firm A highly regarded SME law firm blends technical excellence with a deeply personal approach. The Private Client team delivers peace of mind, be it from simple Will drafting, probate and estate administration through to more complex lifetime tax efficiency and next generation wealth preservation. With welcoming, relaxed offices and a culture that puts people first, the firm offers a work environment where professionalism meets personality, serious about the work, never about ego.

What the Role Involves The Private Client Tax Solicitor will play a key role in delivering strategic, high-level tax planning to individuals, families, and trustees. Working closely with legal and financial advisers, they will lead on a range of sophisticated, cross-disciplinary matters, including:

• Inheritance Tax & Estate Planning – Crafting bespoke IHT strategies using lifetime and Will trusts, planning for business property relief, and structuring multi-generational succession arrangements.
• Capital Gains & Income Tax Advisory – Advising on CGT and income tax for individuals and trusts, particularly in connection with estate planning, property transactions, investments, and pensions.
• Trust Structuring & Compliance – Designing, implementing, and maintaining trust structures (onshore and offshore), managing compliance, reporting, and HMRC interaction.
• Personal Tax, Domicile & Non‑Dom Issues – Supporting clients with self-assessment, property disclosures, remittance basis planning, non-dom strategies, and tax relief optimisation (including ISAs, pensions, and EIS/VCTs).
• Cross-Team Collaboration – Working alongside wealth managers, accountants, family offices, and private banks to deliver joined-up advice.
• Client Relationships & Thought Leadership – Acting as a trusted technical advisor, presenting ideas clearly and building long-term client rapport, while remaining current on legislation and policy shifts.

The Ideal Candidate The successful candidate will be technically strong and highly personable, with the ability to balance analytical rigour with a human-centred approach. The person specification reads something like this:

• There is flexibility on experience, from NQ through to Senior Associate.
• STEP and/or CTA qualification (or be actively pursuing either)
• Know across IHT, CGT, income tax, and trust planning
• Confidence in advising on personal tax compliance, domicile status, and maybe non-dom planning
• Outstanding communication skills and a proven ability to engage clients and colleagues alike
• A collaborative, flexible working style suited to a close-knit, entrepreneurial team

Why Join

• Meaningful Impact – The role offers the opportunity to make a tangible difference in clients’ lives by safeguarding wealth and legacy
• High-Calibre Colleagues – Work within a team of experienced professionals in a non-hierarchical, supportive culture
• Flexibility & Autonomy – Roel could be full time orr part time, with hybrid, flexible hours and trust-based autonomy
• Professional Development – Enjoy access to strong mentorship, specialist training, and cross-disciplinary collaboration to grow technical and strategic skills

This is an excellent opportunity for an ambitious and personable Private Client Tax expert to join a highly regarded law firm, that values both expertise and empathy. Applications are welcomed from individuals who are ready to bring their talents to a firm where legal advice is delivered with heart as well as brains.

Salary will be dependent on experience, which will be determined at interview, and candidates are encouraged to reach out if expectations are above the envisaged range of £60,000 to £80,000. 

Contact Jonathan Nolan, Associate Director 07441 472314, for a confidential chat, give me a nudge on Linkedin or apply now through the job ad for immediate consideration and feedback.