Private Client Tax Manager

Private Client Tax Manager for a top firm in Devon

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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