Skip to content Skip to footer
Enquiries Call 0800 652 8025
A group of professionals sat in seminar talking and laughing

Personal Tax / Trust Senior – Private Capital – Taunton

Vacancy details

We have an exciting opportunity for an ambitious Personal Tax / Trust Senior to join our Tax & Trusts unit within our Private Capital team. You will be responsible for managing a broad caseload of personal tax matters.

You will be joining an established and well-regarded team who are at the forefront of the sector with consistent recommendations in the Legal 500 and Chambers and Partners for our work.

Role: Personal Tax / Trust Senior
Location: Taunton
Hours: Full Time
Term: Permanent
Vacancy Reference: 1037-LTN

Who we are

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. This role will require at least one day in our Taunton office.

Day to day, you’ll be successful in this role by:

You will assist on a range of matters including the following:

  • Advising high net worth individuals on all matters relating to their personal tax, to include capital gains and inheritance tax
  • Resolving queries, preparing tax computations, and addressing the reporting to HMRC
  • Advising on the IHT and CGT issues that arise in connection with the deceased’s estate
  • Liaising/negotiating directly with HMRC regarding the availability of reliefs and exemptions from IHT and CGT
  • An understanding/knowledge of Trust taxation would be useful but not essential to this role
  • Meeting with and liaising with clients

We are an experienced team, who will provide you with training, guidance and support to assist you in getting fully up to speed with this role and to begin developing your own relationships with our clients.

It is an integral part of this role that you comply with data security and all firm policies and procedures.

This role is right for you if:

Ideally you will be part-qualified working towards your AAT/ATT/CTA qualification and will be keen to extend your skills and experience. You will preferably have experience with completing tax computations and advising high net worth individuals, although this is not essential and full training will be provided.

You’ll have technical and creative excellence, strong IT skills, integrity and a professional manner. You will also be good at using your initiative and determined to provide the best service possible for our clients.

Finally, we are looking for someone who can demonstrate initiative and problem-solving skills, with a willingness to learn and develop, which will help you thrive in this role.

What we can offer you:

A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.

Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.

There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.

Listen to what a few members of our team have to say about what life here at Clarke Willmott is really like, to see if it’s the right fit for you.


If you would like to apply for this vacancy, please send us your CV and covering letter using the form below.

(If you have any difficulties with the form, you can email your application to us at

As a firm we are committed to protecting the privacy and security of your personal information. Our recruitment privacy notice details how information is collected, processed and how long it is retained for.

Apply now

Apply now – TC

Maximum file size: 2MB

PDF, Doc, or Docx format only.

To read about how and why we use your personal information, please visit our privacy page.

Looking for legal advice?