At a Glance
- Tasks: Manage a portfolio of trusts and estates while providing tax compliance support.
- Company: Leading South West law firm with a strong regional reputation.
- Benefits: 26 days holiday, 8% pension contribution, private medical insurance, and flexible hybrid working.
- Other info: Collaborative environment with opportunities for mentoring and career growth.
- Why this job: Join a respected team and make a real impact on high-net-worth clients.
- Qualifications: CTA, ATT or STEP qualified with strong private client tax experience.
The predicted salary is between 55000 - 60000 € per year.
A leading South West Law firm is looking to appoint a Private Client Manager to join its growing Private Client team, based in either Exeter or Bristol. This is an excellent opportunity for an experienced private client tax professional to join a highly regarded team specialising in trusts, estates and personal tax compliance.
The successful candidate will work closely with senior specialists across a broad portfolio of high‑net‑worth individuals, trusts and estates, delivering high quality advisory and compliance support across income tax, capital gains tax and inheritance tax matters.
The Role
- Managing a portfolio of trusts, estates and private clients
- Preparing and reviewing trust and personal tax returns
- Providing support on inheritance tax and capital gains tax matters
- Assisting with estate administration and trust compliance
About You
- CTA, ATT or STEP qualified – STEP qualification preferred
- Strong experience in private client tax compliance
- Knowledge of trusts, estates, income tax, CGT and IHT
- Experience mentoring or supporting junior team members would be advantageous
The Team & Environment
- Opportunity to join a well‑established Private Client function with a strong regional reputation
- Role can be based in Exeter or Bristol, with occasional travel to Exeter required for Bristol based candidates
- Hybrid working model with flexibility around office attendance (typically 2–3 days per week)
- Teams collaborate with a shared office day each week
Benefits
- 26 days holiday plus bank holidays
- 8% pension contribution
- Private medical insurance
- Flexible hybrid working
Private Client Tax Manager - Bristol - Law Firm employer: Clark Wood - Tax Recruitment
Join a leading South West law firm as a Private Client Tax Manager in either Bristol or Exeter, where you will be part of a highly regarded team dedicated to providing exceptional advisory and compliance support for high-net-worth individuals. Enjoy a supportive work culture that values collaboration and flexibility, with a hybrid working model, generous holiday allowance, and a strong commitment to employee growth through mentorship opportunities. This role not only offers competitive remuneration but also the chance to make a meaningful impact in the lives of clients while advancing your career in a dynamic environment.
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Bristol - Law Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to private client tax matters and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience with trusts, estates, and personal tax compliance. Make sure you can confidently explain how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Client Tax Manager - Bristol - Law Firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications like CTA, ATT, or STEP, and showcase your expertise in private client tax compliance.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Private Client Tax Manager role. Mention specific experiences that relate to managing trusts and estates, and how you can contribute to our team.
Showcase Your Team Spirit:Since we value collaboration, mention any experience you have in mentoring or supporting junior team members. This will show us that you’re not just a great individual contributor but also a team player.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re serious about joining our fantastic team!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, capital gains tax, and inheritance tax. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Experience with High-Net-Worth Clients
Prepare examples of how you've managed portfolios for high-net-worth individuals, trusts, and estates. Highlight any challenges you faced and how you overcame them to deliver high-quality advisory support.
✨Demonstrate Your Mentoring Skills
If you've had experience mentoring junior team members, be sure to mention it! Talk about how you’ve supported their development and contributed to a collaborative team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax management and their team dynamics. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
