Description
Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading and highly regarded firm of Chartered Accountants in Exeter for the position of Private Client Tax Manager. This is a fantastic opportunity to join a well-established and forward-thinking firm offering a collaborative working environment, excellent career progression opportunities, and a comprehensive benefits package including flexible working, company pension, and much more. The successful candidate will play a key role in the delivery of high-quality personal tax services to a broad portfolio of clients, including HNWIs, business owners, trusts, and estates.
You will be joining a firm with a strong reputation in the South West market, known for its client-focused approach and dedication to technical excellence. As Private Client Tax Manager, you will oversee and support a team of tax professionals, manage your own client portfolio, and provide advisory services on a range of personal tax matters. You’ll be encouraged to develop both professionally and personally, with support for further qualifications and access to ongoing training.
At Crowe Watson, we are proud to work with some of the UK’s most respected accountancy practices, and we are committed to supporting candidates in finding roles that align with their aspirations. You might not meet all the criteria listed below, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Manage a varied portfolio of Private Client Tax clients
Provide advisory services on matters
Review self-assessment tax returns and ensure compliance with UK tax legislation
Supervise and mentor junior team members
Liaise directly with clients
Assist with business development and contribute to the growth of the department
Requirements
CTA/ATT qualified (or equivalent)
At least five years' experience working within a UK Practice environment
Strong knowledge of personal tax legislation and compliance
Excellent communication and client relationship skills
Previous experience in a supervisory or managerial role
You will be joining a firm with a strong reputation in the South West market, known for its client-focused approach and dedication to technical excellence. As Private Client Tax Manager, you will oversee and support a team of tax professionals, manage your own client portfolio, and provide advisory services on a range of personal tax matters. You’ll be encouraged to develop both professionally and personally, with support for further qualifications and access to ongoing training.
At Crowe Watson, we are proud to work with some of the UK’s most respected accountancy practices, and we are committed to supporting candidates in finding roles that align with their aspirations. You might not meet all the criteria listed below, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Manage a varied portfolio of Private Client Tax clients
Provide advisory services on matters
Review self-assessment tax returns and ensure compliance with UK tax legislation
Supervise and mentor junior team members
Liaise directly with clients
Assist with business development and contribute to the growth of the department
Requirements
CTA/ATT qualified (or equivalent)
At least five years' experience working within a UK Practice environment
Strong knowledge of personal tax legislation and compliance
Excellent communication and client relationship skills
Previous experience in a supervisory or managerial role