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We are looking for an ambitious, motivated individual for our Private Client team with a view to partnership. The caseload would include all the variety of private client work. The Private Client team at Russell Cooke has a well-established reputation and broad experience over the entire sector. The team is well known for its cross-border expertise in international matters, particularly Europe and the USA. We handle varied and high-quality work to include: advising on and drafting wills; estate, business succession and inheritance tax planning advice; the administration of complex estates; the creation, administration and taxation of UK trusts; inheritance tax, capital gains tax and income tax advice in relation to trusts and estates; advising on mental capacity issues and Lasting Powers of Attorney.
Job Responsibility:
Proactive conduct of own caseload under line management of supervising partner
Ability to bring in own work including networking, article writing, cross-departmental relationship building, developing referrer relationships
Excellent financial management including time recording, WIP management and billing to reach annual targets
Participation in firm wide events
Provide high quality service to all clients
Independently develop and maintain good client relationship skills
Receive requests for advice and decide on most appropriate responses
Establish plan to solve client's problems
Display leadership potential with ability to think strategically
Maintain professional development in professional body such as STEP, ATT or similar
Support internal procedures and systems including file and financial management
Develop management skills by supervising junior fee earners
Attend internal and external training
Read journals and attend courses as part of continuing professional development
Maintain high standards of professional conduct while generating adequate fees
Requirements:
At least 6 years PQE
Excellent academics
Breadth of experience
Keen desire to develop knowledge and practice in Private Client team
Full STEP membership preferred
Tax focused qualifications such as ATT or CTA a bonus
Degree level 2:1
Ideally commendation at LPC level
Full or at least Affiliate membership of STEP and/or ATT
Highly numerate
IT literate
Excellent working knowledge of Excel
Ability to bring in own work including networking, article writing, cross-departmental relationship building, developing referrer relationships
Excellent financial management including time recording, WIP management and billing to reach annual targets
Nice to have:
Full STEP membership
Tax focused qualifications such as ATT or CTA
Commendation at LPC level
What we offer:
Competitive salaries
Generous benefits
Discretionary bonuses awarded based on performance