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
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 - Law Firm employer: Clark Wood
Join a leading South West law firm as a Private Client Tax Manager in Exeter, 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 - Exeter - Law Firm
✨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 get the chance to meet potential employers, make sure to highlight your expertise in private client tax compliance. Share specific examples of how you've managed portfolios or tackled complex tax issues. We want to see your passion and knowledge shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the law firm, understand their values, and be ready to discuss how your experience aligns with their needs. We recommend practising common interview questions related to trusts, estates, and personal tax compliance.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you that Private Client Tax Manager role!
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 or STEP. 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 you can contribute to our team. Be sure to mention any mentoring experience, as we value supporting junior team members.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it's successfully managing a complex portfolio or improving compliance processes, we love to see how you've made an impact in your past positions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 knowledge sharing.
✨Understand the Firm's Culture
Research the law firm’s reputation and its approach to private client services. Familiarise yourself with their values and any recent news or achievements. This will help you tailor your responses and demonstrate that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the firm's approach to hybrid working or how they support professional development. This shows that you’re proactive and engaged, plus it gives you valuable insights into whether the firm is the right fit for you.
