Personal Tax Manager – Exeter

Howells Consulting Ltd; Exeter; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid working flexibility

Career progression opportunities

Job summary

A respected accountancy firm in Exeter is seeking a Personal Tax Manager to join its growing Private Client Tax team. In this role, you will manage a portfolio of high-net-worth clients, focusing on complex compliance and tax planning. The opportunity to progress to Senior Manager exists, supported by the team's Directors and Partners. The firm embraces hybrid working, allowing flexibility to work from home 2-3 days a week. Excellent relationship management skills are crucial for success in this client-facing role. Overall, you will enjoy a high-end Private Client practice while maintaining a beneficial work/life balance.

Qualifications

• Experience managing a portfolio of HNW clients.
• Ability to undertake complex compliance and ad hoc planning for income and capital taxes.
• Flexible to work in a hybrid environment.

Responsibilities

• Manage a portfolio of HNW clients.
• Undertake compliance and tax planning.
• Build and maintain excellent client relationships.

Skills

Excellent relationship management skills

Knowledge of UK personal taxation

Client-facing experience

Job description

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

The team is growing and looking to bolster its offering with the appointment of a personal tax 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 Senior Manager grade with the support of the team’s Directors and Partners.

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

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.

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

*(the team would also consider someone joining at Assistant Manager grade).

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.