Private Client Tax Manager | HNW, Trusts & Estates | Flexible Working

Crowe Watson Recruitment; Devon and Torbay; On-site; GBP 54,000 - 64,000; Full time

Benefits offered by this job

Flexible working

Company pension

And much more!

Job summary

Crowe Watson Recruitment is assisting Exeter-based chartered accountants in recruiting a Private Client Tax Manager. The role offers full ownership of a varied private client portfolio, including HNW individuals, trusts and estates, with advisory work alongside compliance.

The successful candidate will have CTA and/or ACA/ACCA qualification with at least five years in a UK practice, able to lead client relationships and mentor junior staff in a fast-growing firm.

Qualifications

• CTA/ACA/ACCA qualified with strong private client tax background.
• Minimum five years' experience in a UK practice environment.
• Proven experience managing a portfolio of high-net-worth private clients.

Responsibilities

• Managing a portfolio of private clients including HNW individuals, trusts and estates.
• Advising across income tax, capital gains tax and inheritance tax.
• Reviewing self assessment tax returns and overseeing the compliance process.
• Acting as a key point of contact and building trusted client relationships.
• Mentoring junior members of the tax team.
• Liaising with HMRC on client matters including enquiries and investigations.

Skills

Client relationship management

Time management

Attention to detail

Education

CTA/ACA/ACCA qualified

5+ years UK practice experience

Job description

Crowe Watson Recruitment is assisting Exeter-based chartered accountants in recruiting a Private Client Tax Manager. The role offers full ownership of a varied private client portfolio, including HNW individuals, trusts and estates, with advisory work alongside compliance.

The successful candidate will have CTA and/or ACA/ACCA qualification with at least five years in a UK practice, able to lead client relationships and mentor junior staff in a fast-growing firm.