Assistant Manager, Personal Tax – Exeter

Howells Consulting Ltd; Exeter; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A respected accountancy firm is seeking a personal tax Assistant Manager in Exeter. This role involves managing a portfolio of high net worth clients, focusing on compliance and tax planning. Ideal candidates will have excellent relationship management skills and a desire to advance within a dynamic team. The firm offers hybrid working arrangements, allowing flexibility and work-life balance opportunities.

Qualifications

• Experience managing a portfolio of high net worth clients.
• Ability to undertake complex compliance and tax planning.
• Desire to progress within a high-quality Private Client team.

Responsibilities

• Manage a portfolio of high net worth clients.
• Undertake compliance and tax planning.
• Develop client relationships to enhance service delivery.

Skills

Excellent relationship management skills

Tax compliance knowledge

Client-facing communication

Job description

Overview

Our client is a respected accountancy firm with a strong reputation in the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation.

Role

The team is growing and looking to bolster its offering with the appointment of a personal tax Assistant Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Manager and Senior Manager grades with the support of the team’s Directors and Partners.

Working arrangements

The firm has fully adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Responsibilities

The role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning. As very much a client-facing role, the individual will require excellent relationship management skills.

Opportunity

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.