Private Client Tax Manager Law Firm

Location Exeter, England Sector Accountancy (Qualified) Salary £55,000.00 to £60,000.00 per annum

Salary £55,000 to £60,000 per annum.

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.

• 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