At a Glance
- Tasks: Manage high-net-worth clients and shape innovative tax services.
- Company: Respected independent financial planning and wealth management firm.
- Benefits: Competitive salary, flexible hybrid working, and a collaborative culture.
- Other info: Opportunity to influence the future direction of tax services.
- Why this job: Make a real impact in a senior role with modern technology and client focus.
- Qualifications: Strong private client tax experience and excellent communication skills.
The predicted salary is between 58500 - 71500 £ per year.
Bristol / London / Exeter | Very Flexible Hybrid Setup | Full time
We're working as the sole agent with a well-respected, independent financial planning and private wealth business looking for an experienced tax professional to help shape the next generation of their tax services. This is a senior role combining client relationship management, technical tax expertise and operational leadership — not a straightforward return-review position. You'll manage a portfolio of high-net-worth clients, working closely with the Financial Planning team, while also helping build a more modern, scalable tax function.
What you'll be doing:
- Acting as primary point of contact for a portfolio of HNW clients across income tax, CGT, IHT, trusts and estates, property taxation, EIS reliefs and HMRC enquiries
- Driving quality, consistency and efficiency across the team's tax delivery
- Supporting the evolution of outsourcing, technology and AI-enabled processes
- Partnering closely with the Private Wealth & Financial Planning team to deliver joined-up advice
What we're looking for:
- Strong private client tax experience with HNW individuals and families
- Excellent communication and relationship-building skills
- A continuous improvement mindset and genuine enthusiasm for technology
- CTA, STEP or ACA and trust & estate experience strongly desirable
What's on offer:
- Salary of c.£65,000pa with flexibility based on experience and qualifications
- Very flexible hybrid working, based from Bristol, London or Exeter
- A genuinely client-centred, collaborative culture
- Real scope to help shape the future direction of the tax function
Private Client Manager in Exeter employer: PBR Executive Search Ltd
Join a prestigious law firm in Slough that values its employees and fosters a supportive work culture. With a commitment to professional development, the firm offers ample opportunities for growth and advancement in your legal career, while engaging in meaningful work with a diverse range of clients. Experience the unique advantage of working in a collaborative environment that prioritises both client success and employee satisfaction.
