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Location: Cambridge Contract Type: Permanent/Full time (Part time also considered) Salary: Competitive Hours: 37.5 Benefits: Competitive Fancy a change? Looking for a new challenge? Or just having a browse? Whatever brings you here, you may as well see what Woodfines has to offer! Due to an upcoming retirement, we are looking for a Senior Associate to join our Private Client team based in Cambridge. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you're looking for! At Woodfines, we put YOU first, we pride ourselves on our friendly, approachable attitude towards our staff and clients. We offer competitive salaries, flexible working and genuine progression opportunities, supporting you to achieve your goals, whilst maintaining a great work/life balance. If you share our vision for delivering excellent service to our clients, whilst progressing your own personal development, in a welcoming and supportive environment, then we would love to welcome you into our firm. What will your responsibilities be? Providing bespoke estate planning advice to mid to HNW clients Preparing complex Wills for mid to HNW clients Preparing Lasting Powers of Attorney for mid to HNW clients Dealing with the administration of taxable and non-taxable estates Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s) Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law Providing business succession planning to business owners including sole traders, partners, and shareholders Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning Attending networking events to build firm reputation and develop professional connections Does your previous experience include: 8 years PQE Experience preparing self-assessment tax returns SFE and/or STEP membership (desirable) Do you have the following personal skills Excellent attention to detail, organisational and communication skills Great time management skills Self-motivated, outgoing and proactive Professional and works well both independently and in a team Calm under pressure What can we offer you? Pay. We value our employees, our salaries reflect this. Bonus. We recognise and reward for all of your hard work. Holidays. Mexico? Paris? Or just staying home? Use your 26 days holiday (plus bank holidays) however you like! Flexibility. What does work/life balance look like to you? We are open to your suggestions. Birthday Off & Voucher. No one wants to work on their birthday. Take the day off and go shopping! Pension. To help out your future self. Life insurance. Support for your loved ones, just in case. Income protection. If you get sick, we guarantee a % of your salary for up to 2 years. Vitality health insurance. We support you to be your happy and healthy self! (Free coffees, cinema tickets or even an Apple Watch are also a nice touch). Medicash healthcare cash plan. We all hate the dentist, at least you don't have to pay for it. That amongst many other everyday healthcare needs, all covered. Wellbeing support. We're passionate about wellbeing, including Calm premium, 24/7 employee helpline and general lifestyle assistance. You may also have experience in the following: Legal Executive, Senior Legal Executive, Senior Associate Solicitor, Senior Solicitor, Trusts and Tax Adviser REF-214082
Your new company This boutique consultancy were early adopters of taking Valuations out of wider service firms and investing in it as a specialism in its own right. With a well-established and loyal client base, a strategic transaction of their own has yielded further investment, enabling them to not only take more market share but develop new specialisms at the same time. They are adept in consulting many scenarios, just a few of which include: Fairness opinions Intangibles and Intellectual Property Transfer Pricing, Royalties and IP Antitrust Private Equity and Structured Finance Debt Restructuring PPAs Tax valuations (private clients, incentive plans, share issues etc) Securitisation/Restructuring of intangible assets M&A/ Transactions and many more Your new role You'll be preparing and assisting with Valuation Reports for peer review by directors on a broad range of projects, including: IP Dispute / Litigation Support Fair Valuations Brand & Commercial Strategy Brand Sale & Acquisition Tax & Transfer Pricing Brand Licensing Management Incentive Plan/Growth Shares Company Valuations Portfolio valuations Tech/FinTech valuations Early-stage & pre-revenue valuations Intangible Asset valuations including brands, trademarks, patents, customer intangibles and copyrights M&A Support Surrounded by peers and mentors who have actively chosen to join our client from much larger firms, you'll benefit from the ideal matrix of variety, volume and value and have the choice of retaining breadth or starting to specialise in the aspect of your choice. Business Development will be a active part of your role as an Associate here. What you'll need to succeed ACCA/ACA or equivalent qualified and university degree Minimum 2-3 years of post qualification experience Experience working in an accountancy or consulting practice environment with clients and ability and confidence to advise clients Team player who enjoys working in a small team Very confident using Excel, Word and research databases Experience of managing projects and client relationships as primary contact Some knowledge and experience of intangible assets especially brands and trademarks Good knowledge of accounting standards in relation to intangibles What you'll get in return An entirely meritocratic promotional path. No "lockstep" or treading water in-level. When you're ready, you're ready Working with peers and mentors who have large firm experience The ability to ultimately specialise, or stay working across the board Good business ideas are backed and invested in 28 days' annual leave (plus bank holidays) A strong WLB culture What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk