Private Client Tax Manager

Georgiana Head Recruitment Limited; Exeter; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Georgiana Head Recruitment Limited client in Exeter seeks a CTA-qualified Private Client Tax Manager to lead delivery of tax advisory and compliance services. You will manage key client relationships, mentor the team, and drive complex tax projects with guidance from the tax director.

The role supports hybrid and flexible working after probation. Visa sponsorship is not available.

Qualifications

• CTA or equivalent qualification is required.
• Extensive experience in private client tax.
• Strong client relationship management skills.

Responsibilities

• Deliver high-quality compliance and advisory services with the tax director and client managers.
• Lead and manage complex tax projects for clients.
• Mentor tax team members and provide technical guidance, feedback.

Skills

Client relationship management

Tax advisory

Mentoring

Leadership

Project management

Tax compliance

Education

CTA or equivalent

Job description

Our client is a top 40 accountancy who seek a CTA or equivalent qualified Private Client Tax Manager to be based in their Exeter office to work closely with the tax director and client managers to provide tax advice and tax strategies to clients while providing guidance and mentorship to tax team members. You will take ownership of key client relationships, drive the delivery of complex tax projects, and help to shape the future of our tax practice.

Key Responsibilities

• Working with the tax director and client managers to ensure the delivery of high-quality compliance and advisory services.
• Leading and managing complex tax projects for clients.
• To have excellent client relationship skills, to be able to build strong relationships and handle client queries in a positive and client focused manner.
• Mentoring team members, providing technical guidance, support, and performance feedback.
• For more complex tax cases; preparing, reviewing and approving tax computations and returns prepared by the team.
• Staying ahead of changes in tax legislation and sharing insights with clients and the team to ensure compliance and identify planning opportunities.
• Contributing to the strategic direction of the tax department, including business development.
• Initiatives and process improvements.
• Representing the firm at client meetings, industry events, and in business development activities.

This role would suit someone who has extensive compliance and advisory knowledge and someone who wants to progress. Both hybrid and flexible working can be available after probationary period is successfully completed.

Unfortunately, our client is unable to offer Visa sponsorship.