Senior Associate/Tax & Estate Planning Solicitor – Dorset

Overview

In this leadership role, you will spearhead the development of a new Tax and Estate Planning practice in Bournemouth. You will manage a complex caseload while mentoring junior colleagues and shaping the client offering. Your work will blend high-level private client and tax work with strategic business development to establish a strong local presence. The position emphasizes collaboration, growth, and a proactive approach to client care within a supportive firm culture. Join to build something new and scale impact across the Private Client team.

Pay / Benefits

• supportive culture
• modern systems
• wellbeing
• professional growth
• regional office expansion
• competitive salary

Responsibilities

• Lead the development of a new Tax and Estate Planning practice in Bournemouth
• Manage a caseload of complex estate, trust, and tax planning matters
• Advise on administration of estates and trusts; draft wills and trust documents
• Prepare and register lasting powers of attorney; advise on inheritance tax, capital gains tax, and succession planning
• Mentor and guide junior colleagues
• Contribute to development strategy and participate in business development
• Maintain strong links with the wider Private Client department and build local presence

Key requirements

• Minimum five years' experience across private client and tax work
• STEP qualification preferred
• Strong understanding of inheritance tax, trust law, and capital gains tax
• Excellent drafting, commercial awareness, and client care

• client care
• mentoring junior colleagues
• commercial awareness
• estate planning
• trusts
• wills

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