Private client tax manager

Private Client Tax Manager - Exeter

The Role

Manage a sophisticated portfolio of high net worth individuals and trusts for a leading accountancy practice. This senior role offers excellent career progression and exposure to complex tax planning matters.

Key Responsibilities

Portfolio Management - Oversee diverse client base including HNW individuals, family trusts and international clients
Tax Advisory - Draft reports and provide strategic advice on IHT planning, residence/domicile and CGT matters
Client Relations - Conduct meetings to assess needs and deliver tailored tax planning solutions
Compliance - Prepare and review self-assessment returns, computations and regulatory filings
Team Leadership - Supervise junior staff and contribute to their professional development
Business Development - Identify cross-selling opportunities and promote firm-wide services
Stakeholder Management - Liaise with HMRC, solicitors and other professional advisors

Essential Requirements

Qualification: ATT/CTA or equivalent with current technical knowledge
Experience: Proven background in private client tax compliance and advisory work
Skills: Strong report writing, client relationship management and regulatory knowledge
Personal: Professional, discreet and able to build rapport with high-calibre clients

What's On Offer

Competitive salary based on experience
Comprehensive benefits package
Excellent career development opportunities
Varied and challenging client work
Supportive team environment

Location: Exeter with excellent transport links and parking