private client manager jobs in Dorset

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

In a nutshell Are 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...

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

Type – Permanent Location – Weymouth and Dorchester We are looking for a full/part time Solicitor/FCILEX within our busy established Private Client Department. The successful candidate will join and enthusiastic team and will be experienced in a full range of private client work to include providing Wills, trusts, tax and probate advice, and estate and family succession planning. Qualified &...

A reputable law firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including Wills and trusts. Ensure all your application information is up to date and in order before applying for this opportunity. The ideal candidate will have excellent client care skills, strong organisational abilities, and experience in leading a small team....

Private Client Solicitor / 5+ PQE / Dorset / £55,000 DOE / Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people – To apply please call Theresa Lucas on and quote Job Ref: TL2411 Find out more about this role by reading the information below, then apply to be considered. JOB TITLE: Private Client Solicitor PQE...

A leading legal firm in Weymouth is seeking a Private Client Solicitor to manage a diverse caseload including wills and trusts, with over 5 years of PQE. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. This role involves advising clients and leading a small team, and requires strong organisational skills,...

A law firm in Dorset is seeking a Private Client Solicitor with over 5 years' PQE to manage a diverse client caseload. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. Responsibilities include advising clients on Wills, trusts, and estate administration while leading a small team. Strong client care,...

A leading law firm in England is looking for a Senior Associate Private Client Solicitor with over 6 years of experience in private client work. To be considered for an interview, please make sure your application is full in line with the job specs as found below. Responsibilities include handling wills, probate, and tax planning while building long-term client relationships. The role offers...

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax...

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

A leading legal firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including wills and trusts. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. The role involves advising clients and leading a small team, requiring strong organisational skills and client care abilities. Candidates should...

You will manage a varied caseload of private client matters including wills and trusts and lead a small team while providing exceptional client care. The firm offers a collaborative culture where your contributions will be valued and supported.

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

A reputable law firm in Dorchester is seeking a Head of Private Client Department, offering a strategic leadership opportunity for a Senior Solicitor. If you want to know about the requirements for this role, read on for all the relevant information. Responsibilities include leading a 30-member team, setting departmental direction, and maintaining high-quality standards in services such as...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

Private Client Senior Associate Solicitor Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. Due to yet another successful year, this established Legal 200 law firm based across the South West is expanding with an increase in workload and is looking for a Private Client Solicitor (6+ years PQE) to join the...