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

*Group income protection
*Health cash plan to help cover the costs of everyday healthcare
*Option to buy 5 extra days holiday*
*Counselling and support for you and your immediate family
*Virtual GP for you and your immediate family
*Cycle to work*
*One volunteering day per year to support local organisations


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*