Wealth Management Associate

Baker & McKenzie
South East England
08 Oct 2016
05 Nov 2016
Contract Type
Full Time

The Team

The Wealth Management group provides UK and International tax and wealth planning advice to leading private banks and trust companies and to wealthy individuals. Wealth Management sits within the firm's wider Tax practice, comprising ten partners and 30 associates.

Our Wealth Management team specialises in advising high net worth individuals, families and financial institutions/trustees on complex cross-border tax and trust related issues, including advising high net worth individuals on strategic offshore tax planning and asset structuring, advising on the establishment of family offices and their running and advising on pre-litigation strategy and tax investigations.

In particular, the team often advises on legal and tax issues relating to the succession of substantial family owned businesses and the creation of/or legal and tax issues that arise in connection with structures for asset protection and wealth preservation.

The team advises clients from Europe and globally and often advises clients from the high growth economies.

Some of the team accolades include:

"Well-known group providing high-quality private wealth advice and services. Regularly instructed on matters relating to tax and trusts by high-profile institutional clients, as well as ultra high net-worth individuals and families." Chambers

"The well-connected Baker & McKenzie LLP has a 'first-class' wealth management group, which carries out complex high-value structuring for ultra-high-net-worth individuals and prestigious banking institutions" Legal 500

Private Client Practitioner 2016, 2015, 2014 - Top 25 Law Firms
Corporate LiveWire Global Awards 2015 - Wills, Trusts and Estates Team
WealthBriefing European Awards 2014 - Effective Legal Team

The Role

We are currently looking to recruit a mid level Associate to join the team. This represents an exciting opportunity for the right individual. The Associate will be pivotal to the continuing success of the London office particularly in relation to cross-border initiatives/transactions for wealthy individuals and financial institutions/trustees. This Associate will have an important role, working closely with both the junior and the senior associates in the team. Notwithstanding that, and perhaps more importantly, we expect the Associate to have an immediate and managing role directly with our clients and other offices across EMEA and globally.

The role will be complex and wide-ranging, and will involve:

Providing advice to internationally mobile clients, including for foreign nationals and entrepreneurs living and/or investing in the UK, advising on planning structures and undertaking substantial cross-border and tax transactions for high value clients/financial institutions.
Developing ongoing relationships with an existing client base as well as develop new contacts.
Developing close working relationships with colleagues in overseas offices actively involved in this field including Zurich, Hong Kong, Miami, Geneva, New York, Palo Alto, Moscow and Singapore.
Further promoting close working relationships with other departments within the London office including the Litigation, Employee Benefit and Tax teams.
Taking an active role in the prestigious International Tax and Trust Training conferences held by the firm and in external speaking engagements.

Skills and Experience Required

Will be a UK qualified tax associate (mid level) who enjoys international tax work.
Will come from either a London firm or a leading regional law firm with a strong specialisation in this field; alternatively from the junior tax bar, or a leading private bank.
Will have first class academic credentials.
Will have experience and detailed knowledge of the taxation of UK resident non-UK domiciliaries and international tax planning.
Will be a team player, able to forge strong working relationships with external and overseas departments.
Will be technically strong and exercise good commercial judgment.
Will work to client deadlines.
Will have the personal skills necessary to develop a client-facing role for a culturally diverse client base.
Will be fully involved in both the prestigious external training programmes/speaking engagements.
Will be a self starter.
Will respect and enjoy the diversity of cultural, social and academic backgrounds found in the Firm.

The Firm

Please click here to see a video introducing our Firm.

Baker & McKenzie is a truly global law firm. We have more offices in more locations than any other law firm and most of our work has an international dimension.

Yet big does not mean impersonal. We work hard to ensure that everyone knows their role and has the support they need to perform it to the highest standard. We're aided in this by our culture- we call it Fluency- which describes how we work, think and behave when we are at our best. Fluency encourages high performance in a collaborative and fulfilling way. Every person in the firm is measured in line with Fluency.

In London you will be part of an 800 person office, which is also our largest office globally. Originally opened in 1961, Baker & McKenzie London is well established in the UK as a leading international law firm and regularly involved in some of the country's most high-profile legal matters. More than any other firm we can offer you the work, pride and experience of being part of one of the world's leading law firms but in a local office environment that is hardworking, yet friendly and supportive.

The strength of the firm and our culture is evidenced by a number of recent awards, including:

FT Innovative Lawyers Report 2014: Ranked 3rd Most Innovative Firm in Europe
The Sunday Times' Best Companies to Work For 2011, 12, 13, 14, 15: currently ranked 80th
Chambers Global 2015: More lawyer and practice group rankings than any other firm globally
The Lawyer European Awards 2015: International Firm of the Year
The Times Top 100 Graduate Employers 2016: currently ranked 57th
Stonewall Workplace Equality Index 2016: currently ranked 11th

To Apply

At Baker & McKenzie we welcome direct applications.

Please click Apply icon above to send an application and we will be in touch.


Baker & McKenzie, London is committed to promoting diversity and inclusion for all. This is intrinsic to everything we do and underpins Baker & McKenzie's vision to be the premier global law firm. This vision cannot be achieved without harnessing the imagination and the creative problem-solving capability of talented people whatever their background. Our unique international culture is reflected in the drawing together of a worldwide family of individuals from diverse cultures and backgrounds in all of our offices.

The London office mirrors the wider firm in encouraging the best people, regardless of race, religion or belief if any, gender, gender identity, disability, sexual orientation or age, to fulfil their professional aspirations with us so as to create an exciting and diverse legal environment.