private client secretary jobs in Exeter

Job Description 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,...

You should be able to manage your own caseload under minimal supervision and have excellent communication, networking and client facing skills.

You will assist in the planning and executing of marketing initiatives that enhance the firm’s visibility, support business development goals, and maintain a consistent, professional brand across all channels.

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...

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...

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.

You will play a key role in ensuring the smooth and efficient running of day-to-day legal operations. Responsibilities for the Legal Secretary include: - Provide secretarial and administrative support, including digital dictation and document preparation. - Manage incoming calls, emails, appointments, and client correspondence.

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.

You will manage all pre-departure arrangements, act as the main day-to-day contact for group organisers, and ensure bookings, finances and documentation are handled accurately and on time. Working closely with the Head of Private Groups and the Operations team, you will own the journey from confirmation to departure, ensuring nothing is missed.

Private Jet Broker A fantastic opportunity for an experienced Private Jet Broker with business development and Account Management experience is required for a private Aircraft Charter company who deals in the UHNW market for light jets, VIP airliners and Helicopters. This exciting position, new to the market, is joining a newly formed Sales team in the UK and could offer progression for a top...

Private Client Knowledge Lawyer BBBH57218_1746519084 Knowledge Private Client Lawyer - Exeter (Part-Time, 3-4 Days Per Week) Ashfords' highly respected Trusts and Estates team is looking to recruit an experienced Knowledge Lawyer to join the team on a part-time basis (3-4 days per week) in Exeter. In this non-fee earning role, you'll provide essential knowledge and training support to the...

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...

Job Description Legal Secretary – Residential Conveyancing £24K - £27K – Exeter – 36.25 hour working week - Mon to Friday. Benefits include: 20 days Holidays increasing to 25 with serviceDay off for your Birthday after 12 months’ servicePersonal Development & ApprenticeshipsReferral Schemes Length of Service Awards Employee Legal Service Discounts Free Will ServicesLegal Services Discounts for...

Consultant Psychiatrist General Adult CMHT Exeter City (West) We are delighted to invite you to apply for the Consultant Psychiatrist post (6PAs) with the Exeter West Community Mental Health Team, General Adult Directorate. This part-time role offers flexible PA allocation across the week, with hybrid working,combining remote and in-person working can also be discussed can also be...

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.

UP TO £26,500 DOE | OFFICE BASED | EXETER An established professional services organisation with a strong presence in the South West is seeking to expand its support team. Known for its collaborative culture and commitment to developing early-career professionals, the business offers a supportive and well-structured working environment within a client-focused setting. The Role: This is an...

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

You should be able to manage your own caseload under minimal supervision and have excellent communication, networking and client facing skills.

You will assist in the planning and executing of marketing initiatives that enhance the firm’s visibility, support business development goals, and maintain a consistent, professional brand across all channels.

A leading accountancy practice in Exeter is seeking a Personal Tax Senior Manager to deliver personal tax and advisory services to a diverse client base. The role offers a client-facing position with responsibilities for team management and service development. Ideal candidates will be ACA, ACCA, CTA, or STEP qualified with experience in a reputable accountancy firm. The salary ranges from...

A leading accountancy practice based in Exeter is looking for a Personal Tax Senior Manager / Director to join their team. This role involves delivering personal tax and advisory services to a diverse client base, managing a wider team, and contributing to the development of personal tax service lines. The ideal candidate will be qualified (ACA, ACCA, ATT, CTA, or STEP) and experienced in...