At a Glance
- Tasks: Manage a portfolio of trusts, estates, and private clients while providing tax compliance support.
- Company: Join a leading South West law firm with a strong regional reputation.
- Benefits: Enjoy 26 days holiday, private medical insurance, and an 8% pension contribution.
- Other info: Flexible hybrid working model with opportunities for career growth and mentoring.
- Why this job: Make a real impact in a respected team specialising in high-net-worth client advisory.
- Qualifications: CTA, ATT or STEP qualified with strong private client tax compliance 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 – Exeter/Bristol, Hybrid Work employer: Clark Wood
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. Enjoy a flexible hybrid working model, generous benefits including 26 days holiday and an 8% pension contribution, and the opportunity for professional growth within a collaborative and supportive environment. This role not only offers competitive remuneration but also the chance to make a meaningful impact in the lives of clients through expert tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager – Exeter/Bristol, Hybrid Work
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work in private client tax. A friendly chat can lead to insider info about job openings or even a referral.
✨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 inheritance tax and capital gains tax 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!
✨Tip Number 4
Apply through our website for the best chance at landing that Private Client Tax Manager role. We’ve got all the latest opportunities listed, and it’s the quickest way to get your application noticed!
We think you need these skills to ace Private Client Tax Manager – Exeter/Bristol, Hybrid Work
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: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. Mention your experience with trusts, estates, and personal tax compliance to grab our attention.
Showcase Your Team Spirit:We love candidates who can work well in a team! If you have experience mentoring or supporting junior team members, make sure to include that in your application. It shows us you’re a great fit for our collaborative 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 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've had 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 role involves working closely with others.
✨Understand the Firm's Values
Research the law firm’s reputation and values before the interview. Knowing what they stand for and how they operate will help you align your answers with their expectations. It also shows genuine interest in the firm and its culture, which can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the types of clients they work with, or how they support professional development. Asking insightful questions demonstrates your enthusiasm for the role and helps you gauge if the firm is the right fit for you.
