Private Client Tax Manager - Exeter - Law Firm

Private Client Tax Manager – Exeter / Bristol
£55,000 to £60,000

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
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