Private Client Tax Manager
£54,000 to £64,000 per annum (DOE) Permanent, full time
Exeter
Full ownership of a varied private client portfolio, in one of the South West’s fastest growing cities. A leading firm of Chartered Accountants in Exeter is looking for a CTA and/or ACA/ACCA qualified Private Client Tax Manager.
The portfolio spans high net worth individuals, trusts and estates across a broad range of complexity, with advisory work alongside compliance. The firm has a strong regional reputation for its private client work, a collegiate culture, and a clear pathway to Senior Manager. Crowe Watson Recruitment knows the Exeter private client space well.
What’s the day to day of the role:
- Managing a portfolio of private clients including HNW individuals, trusts and estates
- Advising across income tax, capital gains tax and inheritance tax
- Reviewing self assessment tax returns and overseeing the compliance process
- Acting as a key point of contact and building trusted client relationships
- Mentoring junior members of the tax team
- Liaising with HMRC on client matters including enquiries and investigations
Required skills and qualifications:
- CTA and/or ACA/ACCA qualified with a strong private client tax background
- At least five years’ experience within a UK Practice environment
- Proven experience managing a portfolio of HNW private clients
- Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts
- Confident client facing manner, organised and able to manage competing deadlines
Benefits:
- Flexible working
- Company pension
- And much more!
You might not meet all the criteria, but if you’re passionate about developing your career, we’d love to hear from you. Ref: CWK809. Crowe Watson is acting as an Employment Agency; pay rates are indicative and salary depends on experience. We’re unable to assist with sponsorship applications, so all candidates must have the right to work in the UK without restriction.
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