Private Client Tax Manager

Taxation; Exeter; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Holiday purchase

Health plan

Virtual GP access

Mental health support

Cycle to work

Gym discounts

Wellbeing resources

Job summary

Taxation in Exeter is seeking a Private Client Tax Manager to join our tax team. You will manage a portfolio of private client cases, including trusts and high-net-worth individuals, delivering high-quality compliance and advisory services.

The role offers hybrid working, strong progression opportunities, and a supportive environment with excellent technical support and wellbeing benefits.

Qualifications

• Proven experience in a mixed tax compliance and advisory role.
• ATT or CTA qualified (or equivalent) with strong up-to-date technical knowledge.
• Solid understanding of current tax regulations and compliance standards.
• Highly organised with strong time management skills.
• Professional, discreet, and confident in building client relationships.

Responsibilities

• Managing a portfolio of private client cases, including trusts and HNW individuals.
• Drafting reports and correspondence covering areas such as IHT planning, residence, and domicile.
• Meeting with clients to understand their tax planning needs and provide tailored advice.
• Delivering CGT advice on property, shares, and other assets for both UK and non-UK residents.
• Reviewing work completed by junior team members and supporting their development.
• Overseeing compliance services, including preparation and review of self-assessment tax returns.
• Identifying opportunities to introduce clients to other specialist services within the firm.
• Maintaining accurate client records and handling queries confidently.
• Liaising with HMRC, solicitors, and other professional bodies to ensure excellent client service.

Skills

Client relationship management

Time management

Discretion

Education

ATT or CTA qualification

Job description

Private Client Tax Manager

Exeter

£50,000 - £60,000

Are you a tax professional ready to take the next step in your career within a supportive and forward-thinking environment?

This is an excellent opportunity to join a well-established and highly regarded accountancy Top 20 firm, where you'll work within a dynamic tax team delivering high-quality compliance and advisory services. You'll support a varied portfolio of personal tax clients, including trusts and high-net-worth individuals, helping them navigate complex tax matters with confidence.

This firm is committed to your ongoing development, offering a collaborative culture, strong technical support, and genuine career progression opportunities.

What's great about this Private Client Tax Manager role?

• Work with an interesting and diverse client base
• Benefit from a supportive and inclusive culture
• Flexible hybrid working
• Clear opportunities for career progression and professional development
• Strong focus on employee wellbeing and work-life balance
• Option to buy additional holidays
• Health cash plan + virtual GP access
• Mental health support & wellbeing resources
• Cycle to work scheme & gym discounts

Your role as a Private Client Tax Manager:

• Managing a portfolio of private client cases, including trusts and HNW individuals.
• Drafting reports and correspondence covering areas such as IHT planning, residence, and domicile.
• Meeting with clients to understand their tax planning needs and provide tailored advice.
• Delivering CGT advice on property, shares, and other assets for both UK and non-UK residents.
• Reviewing work completed by junior team members and supporting their development.
• Overseeing compliance services, including preparation and review of self-assessment tax returns.
• Identifying opportunities to introduce clients to other specialist services within the firm.
• Maintaining accurate client records and handling queries confidently.
• Liaising with HMRC, solicitors, and other professional bodies to ensure excellent client service.

What you'll need to succeed:

• Proven experience in a mixed tax compliance and advisory role.
• ATT or CTA qualified (or equivalent) with strong up-to-date technical knowledge.
• Solid understanding of current tax regulations and compliance standards.
• Highly organised with strong time management skills.
• Professional, discreet, and confident in building client relationships.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.