Job Description
Private Client Tax Senior Manager – Exeter
Exeter, Devon | Hybrid Working | Competitive Salary + Benefits
We're recruiting a Private Client Tax Senior 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, advising high-net-worth individuals, non-UK residents, long-term residents and internationally connected clients on complex UK and cross-border tax matters.
The Role
You'll manage a high-quality portfolio of private clients, delivering both compliance and advisory services across UK and international personal tax.
Key responsibilities include:
- Manage a portfolio of HNW individuals, private clients and trusts
- Advise on UK residence, domicile and international tax matters
- Provide advice on the Foreign Income and Gains (FIG) regime and temporary repatriation arrangements
- Advise on overseas income, gains, investments and property
- Provide cross-border IHT and CGT planning
- Support double tax relief claims and wider international tax planning
- Review complex personal tax returns involving overseas income and gains
- Advise on offshore assets, disclosures and reporting requirements
- Deal directly with clients, HMRC and professional advisers
- Prepare technical advice and written reports
- Review and support the work of junior team members
- Identify opportunities to add value and develop client relationships
About You
You'll have strong experience in UK private client tax, ideally with exposure to international and cross-border tax matters.
You'll ideally have:
- CTA qualified or equivalent
- Strong personal tax compliance and advisory experience
- Experience advising HNW individuals and internationally connected clients
- Strong knowledge of UK residence and international tax issues
- Experience dealing with foreign income, gains and offshore matters
- Knowledge of IHT and CGT planning
- Excellent technical, written and verbal communication skills
- Strong client relationship and stakeholder management abilities
- Experience mentoring and developing junior team members
- A proactive, commercial and client-focused approach
What's on Offer
- Hybrid and flexible working
- High-quality HNW and international private client portfolio
- Significant exposure to complex cross-border tax advisory work
- Leadership and mentoring opportunities
- Ongoing technical training and professional development
- Clear career progression
- Supportive and collaborative team environment
- Competitive salary and benefits
Location
Exeter, Devon
Easily commutable from Exmouth, Exminster, Crediton, Newton Abbot, Honiton, Tiverton, Dawlish and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
Locations
Private Client Tax Senior Manager - Exeter employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
