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
- 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
- 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
- 26 days holiday plus bank holidays
- 8% pension contribution
- Private medical insurance
- Flexible hybrid working
Private Client Tax Manager - Bristol - Law Firm employer: Taxation
Join a leading South West law firm as a Private Client Tax Manager in either Bristol or Exeter, 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 to mentor junior team members while collaborating with experienced professionals in a supportive environment that values your growth and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Bristol - 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!
✨Ace the Informal Chat
Before you even get to the formal interview, try to set up an informal chat with someone from the firm. This can give you insider info about the team and culture, plus it shows your genuine interest. We love seeing candidates who take the initiative!
✨Showcase Your Expertise
When you get the chance to speak with potential employers, make sure to highlight your experience with trusts, estates, and tax compliance. We want to hear about specific cases where you’ve made a difference. Be ready to share those success stories!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Manager role! It’s the easiest way for us to see your application and get you in front of the right people. Let’s make it happen together!
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 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 the perfect fit for our team. Mention specific experiences that relate to managing portfolios of high-net-worth individuals and your approach to tax compliance. Let us know what excites you about this opportunity!
Showcase Your Team Spirit:Since we value collaboration, don’t forget to mention any experience you have in mentoring or supporting junior team members. We love seeing candidates who can contribute to a positive team environment, so share those stories with us!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Taxation
✨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 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.
✨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 questions demonstrates your enthusiasm for the role and helps you assess if it's the right fit for you.
