At a Glance
- Tasks: Manage a portfolio of trusts and estates while providing top-notch tax compliance support.
- Company: Join a leading South West law firm with a stellar reputation.
- Benefits: Enjoy 26 days holiday, private medical insurance, and an 8% pension contribution.
- Other info: Flexible hybrid working model with a collaborative team environment.
- Why this job: Make a real impact in the lives of high-net-worth clients and their families.
- 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
Join a leading South West law firm as a Private Client Tax Manager in 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 professional development.
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 accountancy and law sectors, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trusts, estates, and personal tax compliance. We recommend practising common interview questions and scenarios related to private client tax management to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Private Client Tax Manager role. We make it easy for you to showcase your skills and experience directly to the hiring team!
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 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 or ATT. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you a great fit for our team. Don’t forget to mention your experience mentoring junior team members if you have it!
Showcase Your Achievements:When filling out your application, don’t just list your duties—show us what you've achieved! Whether it's successful tax returns or effective estate administration, we love to see concrete examples of your impact in previous roles.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Clark Wood
✨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 qualified, but also experienced in handling real-world situations.
✨Showcase Your Mentoring Skills
If you have experience mentoring junior team members, be sure to highlight this during the interview. Share examples of how you've supported their development and contributed to a collaborative team environment. This is particularly important as the firm values teamwork and growth.
✨Understand the Firm's Culture
Research the law firm’s reputation and values, especially regarding their Private Client function. Being able to articulate why you want to work there and how you align with their culture can set you apart from other candidates. It shows genuine interest and commitment.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, the types of clients they work with, or how they support professional development. This demonstrates your enthusiasm for the role and helps you gauge if it’s the right fit for you.
