Private Client Tax Manager - Crowe Watson Recruitment : Job Details

Are you an experienced tax professional looking for your next challenge? Crowe Watson Recruitment is excited to be recruiting on behalf of a leading firm of Chartered Accountants in Exeter for a Private Client Tax Manager. This highly regarded firm offers a range of attractive benefits, including hybrid working, a contributory pension scheme, and life assurance. As a key member of the tax team, you will work alongside a dedicated group of professionals, supporting high-net-worth individuals and other private clients in managing their tax affairs efficiently and compliantly.

In this role, you will oversee and guide a team of tax professionals, handling a portfolio of clients with varying needs. You will be responsible for delivering high-quality tax advice and services, ensuring all clients’ personal tax requirements are met and optimised. Working within an ambitious and collaborative team, this opportunity provides a chance to leverage your expertise while further developing your skills within a supportive environment.

This position is ideal for a tax professional looking to make a significant impact in a dynamic and reputable firm. If you have a proactive approach and a commitment to delivering excellence, we encourage you to apply. 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.

Key Responsibilities

• Manage and oversee a portfolio of private client tax accounts
• Provide proactive tax advice and planning for a range of clients
• Mentor and lead a team of tax professionals
• Ensure compliance with all regulatory requirements
• Develop strong relationships with clients to understand their needs and provide tailored advice

Requirements

• ATT/CTA qualification or equivalent is desirable
• Must have previous experience working within a UK Practice environment
• Excellent communication and leadership skills
• Strong understanding of UK private client tax legislation
• Proven ability to manage a diverse client portfolio

Crowe Watson is acting as an Employment Agency; references to pay rates are indicative, and salary is dependent on experience.