At a Glance
- Tasks: Manage a portfolio of trusts and estates while providing tax compliance support.
- Company: Join a leading South West law firm with a strong 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 – Trusts & Estates (Hybrid) in Bristol employer: Clark Wood
Join a leading South West law firm as a Private Client Tax Manager in Bristol, where you will thrive in a supportive and collaborative environment. With a strong focus on employee growth, the firm offers flexible hybrid working, generous holiday allowances, and an 8% pension contribution, making it an excellent employer for those seeking a rewarding career in private client tax. Experience the unique advantage of working with a highly regarded team that values your expertise and fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager – Trusts & Estates (Hybrid) in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you land that interview, make sure to highlight your experience with trusts, estates, and tax compliance. Use real-life examples to demonstrate how you've tackled challenges in the past. We want to see your expertise shine through!
✨Ask Smart Questions
Prepare some thoughtful questions to ask during your interview. This shows you're genuinely interested in the role and the company. We love candidates who are curious and engaged, so don’t hold back!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals like you to join our team.
We think you need these skills to ace Private Client Tax Manager – Trusts & Estates (Hybrid) in Bristol
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 trusts and estates to grab our attention.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Tax Manager role. Share specific examples of your experience with high-net-worth individuals and how you’ve handled tax compliance.
Showcase Your Team Spirit:We love collaboration! If you've mentored junior team members or worked closely with others, make sure to mention that. It shows us you’re not just a great tax professional but also a team player.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our growing Private Client team.
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 will demonstrate your leadership potential and fit within their established team.
✨Understand the Firm's Values
Research the law firm’s reputation and values before the interview. Knowing their approach to client service and how they handle high-net-worth individuals can help you tailor your responses. It shows that you’re genuinely interested in being part of their team and aligns with their mission.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about their hybrid working model, team dynamics, or opportunities for professional development. This not only shows your enthusiasm for the role but also helps you gauge if the firm is the right fit for you.
