Senior Tax & Succession Planning Associate
Hot Job
- Shape the future of a specialist tax practice with the backing of a top-tier private client team
- Transparent career progression and a genuine work-life balance with a 35-hour week
- Wellbeing-led culture, excellent benefits and support from one of the firm’s most successful divisions
This is a rare and exciting opportunity for an experienced tax professional to play a strategic role in a newly formed tax and succession planning team within a thriving private client department.
With estate planning and high-value tax matters at its core, this role gives you the autonomy to shape how the team develops — both in terms of client offering and your own career path. You’ll join an environment that’s collaborative, forward-thinking, and focused on long-term success, not just short-term billings.
If you want to work for a firm that’s big enough to offer cutting-edge work but small enough to hear your voice, this is the move for you.
Who we’re looking for
- Senior Associate level (5+ years’ PQE), from a legal, accountancy or HMRC background
- Significant experience in estate and succession planning, including inheritance tax and capital gains tax
- Confidence handling complex assets, business interests, and land holdings
- Ideally STEP-qualified or CTA qualified
- A strategic thinker who enjoys shaping how services are delivered and grown
Salary & benefits
- £55,000 – £70,000 depending on experience, with achievable bonus potential
- 29 days’ holiday (plus four additional days at Christmas and bank holidays)
- Healthcare benefit scheme
- EAP and wellbeing services, including 24/7 helpline access
- Discounted legal fees for staff and family members
- Death in service provision
- Company pension scheme
- Annual colleague celebration event
- Hybrid working – up to 2 days from home after probation
- Clear and transparent career plan with regular progression reviews
Contact Jen Crowther
If you’re an experienced tax advisor or solicitor looking to carve out a leadership role in a forward-thinking team, get in touch with Jen Crowther on 03300 245 606 or email jen.crowther@realmrecruit.com for a confidential chat.
Key details
Salary
£50,000 - £70,000
Location
- Hereford & Worcestershire
- West Midlands
Role type
- Hybrid working
Contract type
- Permanent
Practice area
Private Client
Job ref
V-44798
Specialist for private client, Court of Protection and contentious probate lawyers in the West Midlands.
Ready? Apply for this role now
Not sure if this role is right for you?
Are you unsure whether this job is the right fit for you, and looking for more guidance on similar roles that could suit you better? Feel free to talk to our dedicated consultant, Jen Crowther, with a no-obligation call at a time that's convenient for you.
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