Private Client Tax Manager - Exeter

Your new company
As one of the largest independent accountancy and business advisory firms in the South West, this organisation offers excellent opportunities for career development within a supportive and collaborative culture. With multiple offices across the region, the firm combines the scale to work on complex projects with the flexibility and friendliness of a local team. Recognised nationally for its focus on wellbeing and professional growth, it has consistently ranked among the UK's Best Workplaces and earned certification as a Great Place to Work. The firm also benefits from being part of a global network, providing access to international expertise and resources while maintaining its independent identity.
Your new role

* Manage a portfolio of private clients, including high-net-worth individuals and trusts, delivering high-quality tax compliance and advisory services.
* Provide tailored tax planning advice across areas such as inheritance tax, capital gains tax, and residence/domicile matters.
* Oversee and review work prepared by junior team members, supporting their development and ensuring accuracy.
* Prepare and review self-assessment tax returns and related computations, maintaining compliance with regulatory standards.
* Build strong client relationships, handle queries confidently, and liaise with HMRC and other professional advisers to deliver exceptional service.
* Identify opportunities to cross-sell services within the firm and contribute to business development initiatives.

What you'll need to succeed

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

What you'll get in return

* Pension scheme and life assurance (up to 4x salary)
* Income protection and health cash plan
* Option to buy extra holiday days*
* Counselling, family support, and virtual GP access
* Cycle-to-work scheme*
* Discounts on shopping and gyms
* Gifts for milestones and one volunteering day annually
* Emergency financial support via charitable foundation

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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