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Senior Associate, Global Private Client

  • Zurich, ON, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
Be a solicitor of England and Wales or CTA qualified (with a minimum of 5 years of post-qualification experience)
Posting language
English
Posted

Original job description

We have an exciting opportunity for a Senior Associate to join our Global Private Client team in Zurich, advising individuals, family offices, fiduciaries and financial institutions on UK, Swiss and international private client matters.


You'll be joining a team that works closely with colleagues across tax, regulatory, funds and commercial law, giving clients a fully joined-up service.



Role and Responsibilities


  • Deliver high quality professional services with a focus on UK tax (personal and corporate) and cross border succession law
  • UK personal tax advice for both UK resident and non-UK resident individuals
  • Legal and UK tax advice on the implications of creating, restructuring and/or winding up trusts, corporations, partnerships and other structures
  • Advising on the application of international tax treaties and in relation to cross-border conflicts of laws in succession and matrimonial property regimes
  • Deliver practical advice on cross-border probate matters
  • Manage clients’ affairs effectively and profitably through delivery of own case load
  • Provide practical and commercial legal advice to clients in a clear and succinct manner
  • Manage a substantial and varied workload efficiently and cost effectively with supervision, appropriate to level of expertise
  • Apply a commercial approach to research and evaluate relevance and accuracy in delivery of advice
  • Actively participate in client marketing opportunities such as client seminars, presentations and pitches
  • Identify client opportunities and take appropriate steps to follow through
  • Contribute to group knowledge and know-how initiatives

Person Specification


  • Be a solicitor of England and Wales or CTA qualified (with a minimum of 5 years of post-qualification experience)
  • Have previous experience of wealth structuring and tax advice
  • German language skills at a proficient level (B2) would be desirable
  • Be confident to work autonomously and as part of a team
  • Demonstrate excellent time management skills
  • Be organised and capable of running a significant number of files and work matters simultaneously
  • Have the ability to communicate effectively and develop working relations at all levels
  • Be confident in both verbal and written communication with a diverse range of clients

More about this job

Responsibilities

Advise individuals, family offices, fiduciaries, and financial institutions on UK tax, wealth structuring, cross-border succession, trusts, and probate matters. Manage a varied client caseload, provide clear commercial advice, and contribute to client development and team knowledge initiatives.

Requirements

Applicants must be a solicitor of England and Wales or CTA qualified, with at least five years of post-qualification experience and prior wealth structuring and tax advisory experience. Proficient German at B2 level is desirable, alongside strong communication, organization, time management, and independent and collaborative working skills.

Skills

  • UK Personal Tax
  • Corporate Tax
  • Cross-Border Succession Law
  • Wealth Structuring
  • Trust Structuring
  • International Tax Treaties
  • Conflicts Of Laws
  • Cross-Border Probate
  • Legal Research
  • Commercial Legal Advice
  • Workload Management
  • Client Marketing
  • Written Communication
  • Verbal Communication
  • German Language

Visa sponsorship

Not detected in the job text

Categories

  • Legal
  • Finance & Accounting
  • Consulting

Keywords

  • UK Tax
  • Personal Tax
  • Corporate Tax
  • Cross-Border Succession
  • Wealth Structuring
  • Trusts
  • Corporations
  • Partnerships
  • International Tax Treaties
  • Conflicts Of Laws
  • Matrimonial Property Regimes
  • Cross-Border Probate
  • Private Client Law
  • Fiduciaries
  • Family Offices
  • Solicitor Of England And Wales
  • Chartered Tax Adviser
  • Client Caseload Management
  • Legal Research
  • Client Seminars
  • Presentations
  • Pitches
  • Knowledge Management
  • German B2

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