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 reputation in private client services.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to mentor junior team members and grow your career.
- Why this job: Join a dynamic team and make a real difference for 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
Private Client Tax Manager - Exeter - Law Firm in Devon employer: Clark Wood
Join a leading South West law firm that values its employees and fosters a collaborative work culture in the heart of Exeter. With competitive salaries and opportunities for professional growth, you will be part of a dynamic team dedicated to providing exceptional service to high-net-worth clients. The firm prioritises employee development and offers a supportive environment where your expertise in private client tax can thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Exeter - Law Firm in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy and law sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with trusts, estates, and personal tax compliance. This will help you stand out during interviews and discussions.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around complex tax matters. The more comfortable you are, the better you'll perform.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Private Client Tax Manager - Exeter - Law Firm in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Private Client Tax Manager role. Highlight your qualifications like CTA, ATT, or STEP, and showcase your expertise in trusts, estates, and personal tax compliance.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to managing portfolios of trusts and estates, and how you can contribute to our high-quality advisory services.
Showcase Your Team Spirit:We love a collaborative spirit! If you've mentored junior team members or worked closely with others, make sure to mention this in your application. It shows us you’re not just about individual success but also about lifting the whole team.
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 the role. Plus, it makes the process smoother for everyone involved.
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 familiar with the theory but have practical experience too.
✨Showcase Your Qualifications
Since the role requires CTA, ATT, or STEP qualifications, be prepared to talk about how your qualifications have equipped you for this position. Highlight any relevant coursework or projects that relate directly to private client tax matters, especially those involving high-net-worth individuals.
✨Demonstrate Leadership Skills
If you have experience mentoring junior team members, make sure to share specific examples during the interview. Discuss how you’ve supported their development and contributed to a positive team environment. This will show that you can not only manage your own portfolio but also help grow the team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the firm’s approach to client management or how they handle complex tax issues. It shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
