private client associate jobs in Exeter

Job Title: *Solicitor or Legal Executive *Department: *Private Client *Position: *Full Time *WBW Solicitors is one of the largest legal practices in the South West, with offices based in Torquay, Paignton, Brixham, Newton Abbot, Exeter, Bovey Tracey, Launceston, Exmouth, Sidmouth, Honiton, Seaton, Axminster & Chard. With clearly defined divisions catering for business and private clients, our...

In a nutshellAre you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

Private Client Associate Location: Exeter - hybrid Salary: £85-95,000+ DOE OVERVIEW A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters....

You will deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

Private Client Associate Location: Exeter PQE: 3+ years Contract: Permanent Shape your future with a leading Private Client team in Exeter. A respected and growing Private Client team in Exeter is seeking a talented Associate to support the continued expansion of its high-calibre practice. Known for delivering tailored advice on complex wills, tax, trusts and estate planning, this team acts for...

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Our client, a well-established law firm in Exeter is seeking a skilled and organised Private Client Secretary . The firm prides itself on delivering high-quality legal services to families, landowners, and High Net Worth Individuals across the region, combining professionalism with a personal touch. Strong client relationships, clear communication, and a welcoming service are at the heart of the...

Job Title: Private Client Tax Assistant Manager Location: Exeter Office, Devon Salary: £45,000 - £48,000 (dependent on experience) + benefits package! The Role: If you're looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You'll work with an impressive and diverse portfolio, including...

Department Private Client Employment Type Permanent - Full Time Location Exeter Workplace type Onsite Reporting To Sharon Collier Key Responsibilities Skills, Knowledge and Expertise Benefits About Porter Dodson Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. We're proud of a...

Your newpany As one of the largest independent accountancy and business advisory firms in the South West, this organisation offers excellent opportunities for career development within a supportive and collaborative culture. With multiple offices across the region, the firmbines the scale to work onplex projects with the flexibility and friendliness of a local team. Recognised nationally for its...

Senior Associate - Succession & Tax (Private Wealth) Location: Exeter Contract: Permanent Working pattern: Full-time, part-time or flexible Join a leading Private Wealth team and take your trust and tax career to the next level. A standout opportunity has arisen for a Senior Associate to join a highly regarded Succession & Tax team in Exeter . Known for working with high-net-worth individuals,...

Job Title: *Solicitor or Legal Executive *Department: *Private Client *Position: *Full Time *WBW Solicitors is one of the largest legal practices in the South West, with offices based in Torquay, Paignton, Brixham, Newton Abbot, Exeter, Bovey Tracey, Launceston, Exmouth, Sidmouth, Honiton, Seaton, Axminster & Chard. With clearly defined divisions catering for business and private clients, our...

You will inspire your team while driving growth in the trust practice. The firm offers competitive financial and wellbeing benefits and a supportive culture.

A leading firm of accountants based in Exeter is seeking a Personal Tax Director to deliver advisory services across a wide range of personal tax issues. This role involves overseeing client relations and leading the development of private client services. Ideal candidates will be ACA, ACCA, CTA, or STEP qualified, with experience in accountancy practice environments, seeking a challenge with a...

A leading law firm in Exeter is seeking a Private Client Associate with over 3 years of PQE to manage a varied caseload including estate planning and probate matters. This role offers the chance to work closely with senior lawyers and provide high-quality advice to clients while mentoring newer members and contributing to business growth. The firm is known for its commitment to professional and...

Job Title: *Solicitor or Legal Executive *Department: *Private Client *Position: *Full Time *WBW Solicitors is one of the largest legal practices in the South West, with offices based in Torquay, Paignton, Brixham, Newton Abbot, Exeter, Bovey Tracey, Launceston, Exmouth, Sidmouth, Honiton, Seaton, Axminster & Chard. With clearly defined divisions catering for business and private clients, our...

You will be responsible for managing tax returns for individuals, trusts, estates, and charities, while advising clients on inheritance tax, capital gains tax, and income tax.

You will work closely with the probate team on estate tax returns and have the opportunity to handle complex, high-net-worth client matters, including those with international assets and intricate business interests.

You will help keep the team at the forefront of legal developments, ensuring fee earners have access to the latest legal insights, market practices and internal resources to deliver outstanding service to clients. Your responsibilities will include: Keeping fee earners up to date with the latest legal developments and market practices

A leading legal recruitment agency in Exeter is seeking a Private Client Knowledge Lawyer to join their Trusts and Estates team on a part-time basis (3-4 days a week). In this non-fee earning role, you'll provide essential knowledge and training support to ensure fee earners have access to the latest legal insights and resources. The ideal candidate will be a qualified Private Client lawyer with...