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Private Client Tax Manager

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Job Type

Permanent

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Salary Range

Unspecified

Description

An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Torquay. This is a fantastic chance to take a senior role within a progressive practice that genuinely invests in its people. The firm offers flexible working arrangements, a company pension scheme, and much more, making this an excellent proposition for a driven tax professional looking for their next challenge.

Working closely with partners and a well-established private client portfolio, you will take ownership of a varied and technically interesting caseload spanning high-net-worth individuals, trusts, and estates. The role offers real scope to make an impact, with the autonomy to manage client relationships at the highest level whilst contributing to the continued growth and development of the tax team.

Crowe Watson Recruitment, one of the UK's leading specialist recruiters in the accountancy practice sector, has been appointed exclusively to assist with this search. With a reputation built on integrity, sector expertise, and a genuine commitment to matching exceptional candidates with the right firms, Crowe Watson is well placed to guide you through this opportunity. If you are an ambitious Private Client Tax professional based in or around Torquay, Devon, or the wider South West, we would be delighted to hear from you.
Responsibilities

Managing a portfolio of private clients including high-net-worth individuals, trusts, and estates from planning through to compliance
Overseeing the preparation and review of self-assessment tax returns and associated correspondence with HMRC
Providing bespoke tax advisory services covering inheritance tax, capital gains tax, and income tax planning
Supporting, mentoring, and developing junior members of the tax team
Building and maintaining strong, long-term client relationships and identifying opportunities for wider firm engagement

Requirements

Must have previous experience working within a UK Practice environment
CTA qualified (or equivalent), with a strong grounding in private client tax
Proven ability to manage a complex portfolio with minimal supervision
Excellent communication skills with the confidence to liaise directly with clients and partners
A collaborative team player with a proactive and solution-focused approach


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 Crowe Watson Recruitment is unable to assist with sponsorship; all applicants 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.