Private Client Tax Manager

Private Client Tax Manager – Exeter

Exeter, Devon | Hybrid Working | Competitive Salary + Benefits

We're recruiting a Private Client Tax Manager in Exeter on behalf of a highly respected and growing accountancy and business advisory firm.

This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a high-quality portfolio of high-net-worth individuals, entrepreneurs, business owners, trusts and internationally connected clients.

The Role

You'll manage a varied portfolio of private clients, delivering a blend of tax compliance and advisory services while working closely with Partners and Directors.

Key responsibilities include:

• Manage a portfolio of HNW individuals, private clients and trusts
• Prepare and review personal tax returns and complex tax computations
• Advise on Income Tax, CGT, IHT and wider private client tax matters
• Support clients with UK residence and international tax issues
• Advise on overseas income, gains and investments
• Assist with cross-border tax planning and double tax relief claims
• Support advice on trusts, estates and succession planning
• Prepare technical reports and written tax advice
• Deal directly with clients, HMRC and professio...