Private Client Tax Senior

Crowe Watson Recruitment; Devon and Torbay; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Flexible working arrangements

Company pension

Support from experienced Managers and 

Partners

Job summary

Crowe Watson Recruitment is seeking a Private Client Tax Senior for a leading Exeter-based Chartered Accountants firm. You will handle a varied portfolio of private clients, including high net worth individuals, trustees and landowners, with support from Partners and Managers.

This role offers exposure to complex personal tax matters, opportunity to own your caseload, and clear development and training as you progress your career in a forward-thinking practice.

Qualifications

• Experience in a UK Practice environment.
• ATT, CTA or ACA qualification, or working towards completion.
• Strong technical knowledge of UK personal tax.
• Excellent communication and organisational skills.
• Confident using tax software and Microsoft Excel.

Responsibilities

• Prepare and review complex personal tax returns for private clients.
• Advise on Capital Gains Tax, Inheritance Tax and trust matters.
• Prepare trust and estate tax returns and accounts.
• Build and maintain strong client relationships.
• Support and guide junior team members.

Skills

ATT/CTA/ACA qualification

UK personal tax knowledge

Communication skills

Organisational skills

Tax software & Excel

Education

ATT/CTA/ACA qualification or progress

Tools

Tax software

Microsoft Excel

Job description

Flexible working, a company pension, and much more. Our client, a leading firm of Chartered Accountants in Exeter, is looking for a Private Client Tax Senior to join its well-regarded tax team. This is a fantastic opportunity for an ambitious tax professional to take on a varied client portfolio, develop their technical expertise and progress their career within a supportive, forward-thinking practice. You will work with a diverse mix of private clients, including high net worth individuals, trustees, landowners and business owners.

The role offers genuine exposure to complex personal tax matters, with the opportunity to build strong client relationships and take ownership of your own caseload. You will be supported by experienced Managers and Partners who are committed to your professional growth and ongoing training.

What is the day-to-day of the role:

• Prepare and review complex personal tax returns for private clients
• Advise on Capital Gains Tax, Inheritance Tax and trust matters
• Prepare trust and estate tax returns and accounts
• Build and maintain strong client relationships
• Support and guide junior team members

Required Skills and Qualifications:

• Previous experience working within a UK Practice environment
• ATT, CTA or ACA qualified, or working towards completion
• Strong technical knowledge of UK personal tax
• Excellent communication and organisational skills
• Confident using tax software and Microsoft Excel

Benefits:

• Flexible working arrangements
• Company pension
• Support from experienced Managers and PartnersThis is adapted to preserve the content with required formatting and no removed boilerplate.

  You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

  Please note that we are unable to help with sponsorship.