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
Should this opportunity be of interest to you please contact Will Langdon at Clark Wood – will@clark-wood.co.uk / 07920557121
Private Client Tax Manager - Exeter - Law Firm employer: Taxation
Join a leading South West law firm as a Private Client Tax Manager in 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 environment that values mentorship and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Exeter - Law Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to private client tax matters and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! You want to convey your skills and experiences confidently. Think about how you can highlight your qualifications, especially your CTA, ATT, or STEP credentials, and how they make you the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
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, ATT, or STEP.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of your work with high-net-worth individuals and how you've successfully managed tax compliance in the past.
Showcase Your Team Spirit:Since we value collaboration, mention any experience you have mentoring junior team members or working closely with colleagues. We want to see that you can contribute to our supportive environment.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly and shows us you're serious about joining our team.
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 Qualifications
Since the role prefers candidates with CTA, ATT, or STEP qualifications, be prepared to highlight how your qualifications make you a great fit. Discuss any relevant coursework or projects that relate directly to private client tax matters, especially those involving inheritance tax and capital gains tax.
✨Demonstrate Team Spirit
This position involves mentoring junior team members, so think of examples where you've supported or guided others in your previous roles. Share stories that illustrate your ability to collaborate and contribute to a positive team environment, as this is key for their hybrid working model.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to private client tax management or their team dynamics. This shows your genuine interest in the role and helps you assess if the firm’s culture aligns with your values. Plus, it gives you a chance to engage with the interviewers on a deeper level.
