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About the Role

The Wealth Management Associate will be pivotal to the continuing success of the London office, focusing on cross-border initiatives and transactions for wealthy individuals, family offices, trustees, and financial institutions. This role involves close collaboration with senior associates and Partners, and direct client engagement across EMEA and globally.

Responsibilities

Provide advice to internationally mobile clients, including foreign nationals and entrepreneurs living/investing in the UK, on planning structures and undertaking cross-border tax transactions.
Develop ongoing relationships with existing clients and cultivate new contacts.
Foster close working relationships with colleagues in overseas offices (Zurich, Geneva, Hong Kong, Singapore, Miami, New York).
Promote strong working relationships with other London office departments, including Litigation, Employee Benefits, and Tax teams.
Actively participate in the firm's International Annual Tax and Trust conference and other speaking engagements.
Engage in business development activities to promote the firm and identify new work opportunities.
Assist in supervising junior lawyers and trainees, and share knowledge and experience within the team.

Requirements

Qualified wealth management associate/tax advisor (mid-level lawyer or accountant).
Experience in UK tax planning for international and UK UHNW individuals, families, and their family offices.
Strong experience and detailed knowledge of the taxation of UK resident non-UK domiciliaries and international tax planning.
Previous experience at a London firm or a leading regional law firm specializing in this field, or an accountancy firm.
First-rate technical skills to support client work.
Strong personal skills for a client-facing role with a culturally diverse client base.
Commerciality and demonstrable business development experience.
Excellent written communication and drafting skills.
Excellent academic credentials.
Ability to work independently.
Initiative and proactivity.
Maturity and gravitas.
Strong service orientation with a 'client first' culture.
Ability to develop strong client relationships and take responsibility for them.
High work standards.
Outstanding communication skills with adaptability.
Ability to work well in both team and individual settings.
Keenness to learn.
Respect for and enjoyment of diverse cultural, social, and academic backgrounds.

Skills

UK tax planning
International tax planning
Taxation of UK resident non-UK domiciliaries
Client relationship management
Business development
Written communication
Drafting
Independent work
Teamwork
Communication

Location

London

Work Type

Hybrid
Full Time

Experience Level

Mid-level

About the Company

Baker McKenzie has a passionately collaborative community of 13,000 people, including over 6,500 locally admitted lawyers, across more than 70 offices worldwide, representing 60 nationalities.
The firm is committed to world-class career development for everyone at every level.
Baker McKenzie offers an uncompromising commitment to excellence combined with a passionately global and genuinely collaborative working environment.

Equal Opportunity

Baker McKenzie is an Equal Opportunity Employer committed to promoting diversity and inclusion for all.
The firm encourages applications from individuals regardless of race, religion or belief, gender, gender identity, disability, sexual orientation, or age.
The firm is committed to ensuring an inclusive and accessible experience for all candidates.