Description
Are you an experienced tax professional ready to take the next step in your career? A leading firm of Chartered Accountants in Exeter is seeking a talented Private Client Tax Assistant Manager to join their expanding team. This is a fantastic opportunity to work with a varied and high-quality client portfolio in a firm that genuinely invests in its people. The role comes with a competitive salary, flexible working arrangements, a company pension scheme, and much more!
Crowe Watson Recruitment, one of the UK's most respected specialist recruiters in the accountancy practice sector, has been exclusively appointed to manage this search. Known for connecting exceptional talent with outstanding firms, Crowe Watson brings deep sector knowledge and a genuine commitment to finding the right fit for both candidate and client. This is the kind of opportunity that does not come around often, and the firm is eager to move quickly for the right person.
As Private Client Tax Assistant Manager, you will play a key role in delivering a high standard of tax advisory and compliance services to a broad range of private clients, including high-net-worth individuals, trustees, and business owners. You will have the opportunity to develop your technical expertise while also taking on supervisory responsibilities, mentoring junior members of the team and contributing to the continued growth of the tax department. Exeter is a thriving professional hub, and this firm sits at the heart of that community.
Responsibilities:
Managing a diverse portfolio of private client tax compliance and advisory work, including self-assessment tax returns and inheritance tax planning
Providing technically sound and commercially relevant advice to high-net-worth individuals, trustees, and entrepreneurs
Reviewing and supervising the work of junior team members, supporting their development and maintaining quality standards
Building and maintaining strong client relationships, acting as a key point of contact for day-to-day queries
Supporting senior management with business development activities and contributing to the wider growth of the tax offering
Requirements:
CTA qualified (or equivalent), with demonstrable experience in private client tax within a professional services environment
Must have previous experience working within a UK Practice environment
Strong technical knowledge across personal tax, trusts, and estate planning, with the ability to handle complex cases with confidence
Excellent communication skills, with the ability to explain complex tax matters clearly to clients and internal stakeholders
A proactive, client-focused approach with strong organisational skills and the ability to manage competing priorities effectively
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 this role is not able to offer visa sponsorship, and candidates must have the right to work in the UK without restriction.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Crowe Watson Recruitment, one of the UK's most respected specialist recruiters in the accountancy practice sector, has been exclusively appointed to manage this search. Known for connecting exceptional talent with outstanding firms, Crowe Watson brings deep sector knowledge and a genuine commitment to finding the right fit for both candidate and client. This is the kind of opportunity that does not come around often, and the firm is eager to move quickly for the right person.
As Private Client Tax Assistant Manager, you will play a key role in delivering a high standard of tax advisory and compliance services to a broad range of private clients, including high-net-worth individuals, trustees, and business owners. You will have the opportunity to develop your technical expertise while also taking on supervisory responsibilities, mentoring junior members of the team and contributing to the continued growth of the tax department. Exeter is a thriving professional hub, and this firm sits at the heart of that community.
Responsibilities:
Managing a diverse portfolio of private client tax compliance and advisory work, including self-assessment tax returns and inheritance tax planning
Providing technically sound and commercially relevant advice to high-net-worth individuals, trustees, and entrepreneurs
Reviewing and supervising the work of junior team members, supporting their development and maintaining quality standards
Building and maintaining strong client relationships, acting as a key point of contact for day-to-day queries
Supporting senior management with business development activities and contributing to the wider growth of the tax offering
Requirements:
CTA qualified (or equivalent), with demonstrable experience in private client tax within a professional services environment
Must have previous experience working within a UK Practice environment
Strong technical knowledge across personal tax, trusts, and estate planning, with the ability to handle complex cases with confidence
Excellent communication skills, with the ability to explain complex tax matters clearly to clients and internal stakeholders
A proactive, client-focused approach with strong organisational skills and the ability to manage competing priorities effectively
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 this role is not able to offer visa sponsorship, and candidates must have the right to work in the UK without restriction.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.