Private Client Tax Assistant Manager

Are you an experienced tax professional ready to take the next step in your career? A leading firm of Chartered Accountants in Exeter is seeking a talented Private Client Tax Assistant Manager to join their expanding team. This is a fantastic opportunity to work with a varied and high-quality client portfolio in a firm that genuinely invests in its people. The role comes with a competitive salary, flexible working arrangements, a company pension scheme, and much more!

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

Please note that this role is not able to offer visa sponsorship, and candidates must have the right to work in the UK without restriction.

• Managing a diverse portfolio of private client tax compliance and advisory work, including self‑assessment tax returns and inheritance tax planning
• Providing technically sound and commercially relevant advice to high‑net‑worth individuals, trustees, and entrepreneurs
• Reviewing and supervising the work of junior team members, supporting their development and maintaining quality standards
• Building and maintaining strong client relationships, acting as a key point of contact for day‑to‑day queries
• Supporting senior management with business development activities and contributing to the wider growth of the tax offering

• CTA qualified (or equivalent), with demonstrable experience in private client tax within a professional services environment
• Must have previous experience working within a UK Practice environment
• Strong technical knowledge across personal tax, trusts, and estate planning, with the ability to handle complex cases with confidence
• Excellent communication skills, with the ability to explain complex tax matters clearly to clients and internal stakeholders
• A proactive, client‑focused approach with strong organisational skills and the ability to manage competing priorities effectively