Private Client Tax Manager – Hybrid, HNW Client Portfolio

Howells Consulting Ltd; Exeter; Hybrid; 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

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.