Private Client Tax Manager

Job Title: Private Client Tax Manager

Location: Exeter Office, Devon

Salary: £50,000 - £55,000 (DOE) + benefits package!

The Role:

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?

Here you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice. My client are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

Day to day responsibilities:

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• Look after a portfolio of cases, including some trusts as well as high net worth individuals
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• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
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• Meeting with clients to ascertain and advise on their tax planning needs
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• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
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• Reviewing the work of more junior staff and contributing to their professional learning and development
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• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
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• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
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• Request, collate and maintain client information
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• Correspond and deal confidently with client enquires
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• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
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About You:

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• Previous experience in a tax compliance and advisory role and drafting reports
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• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
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• Understanding of compliance standards imposed by the various regulatory authorities for tax
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• Organised and able to plan time efficiently in order to meet deadlines
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• Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
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Benefits:

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  Group life assurance - up to four times your core salary

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• Group income protection
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• Health cash plan to help cover the costs of everyday healthcare
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• Option to buy 5 extra days holiday*
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• Counselling and support for you and your immediate family
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• Virtual GP for you and your immediate family
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• Cycle to work*
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• One volunteering day per year to support local organisations
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Please note: these benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage*