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, 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
- 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
- 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
- 26 days holiday plus bank holidays
- 8% pension contribution
- Private medical insurance
- Flexible hybrid working
Private Client Tax Manager - Exeter - Law Firm employer: Clark Wood - Tax Recruitment
Join a leading South West law firm as a Private Client Tax Manager in either Exeter or Bristol, where you will be part of a highly regarded team dedicated to providing exceptional advisory and compliance support for high-net-worth individuals. With a strong emphasis on employee growth, the firm offers a flexible hybrid working model, generous holiday allowance, and an 8% pension contribution, fostering a collaborative and supportive work culture that values your expertise and encourages mentorship of junior team members.
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Exeter - 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 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 want to convey your expertise in trusts, estates, and personal tax compliance clearly and confidently. Make sure you can explain complex topics in a way that’s easy to understand.
✨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 - Exeter - Law Firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with trusts, estates, and personal tax compliance, as well as any relevant qualifications like CTA, ATT, or STEP.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of your work with high-net-worth individuals and how you've managed tax compliance in the past.
Showcase Your Team Spirit:We love collaboration! Mention any experience you have mentoring junior team members or working closely with colleagues. This shows us you’re a team player who can thrive in our supportive environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Exeter or Bristol.
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 trusts, estates, and personal tax compliance. Be ready to discuss specific cases or scenarios where you've successfully managed tax returns or provided advisory support. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Qualifications
Since they prefer candidates with CTA, ATT, or STEP qualifications, make sure to highlight these in your interview. Discuss how your qualifications have equipped you to handle complex tax matters and how they relate to the role you're applying for.
✨Demonstrate Team Spirit
This role involves mentoring junior team members, so be prepared to talk about your experience in supporting others. Share examples of how you've helped colleagues grow or how you've collaborated within a team to achieve common goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to private client tax management or their hybrid working model. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
