Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage diverse private client tax cases and provide tailored advice.
- Company: Join a top 20 accountancy firm with a supportive culture.
- Benefits: Flexible hybrid working, health cash plan, and gym discounts.
- Other info: Inclusive environment with strong focus on employee wellbeing.
- Why this job: Make a real impact while developing your career in tax.
- Qualifications: ATT or CTA qualified with experience in tax compliance and advisory.
The predicted salary is between 50000 - 60000 £ per year.
Are you a tax professional ready to take the next step in your career within a supportive and forward-thinking environment? This is an excellent opportunity to join a well-established and highly regarded accountancy Top 20 firm, where you'll work within a dynamic tax team delivering high-quality compliance and advisory services. You'll support a varied portfolio of personal tax clients, including trusts and high-net-worth individuals, helping them navigate complex tax matters with confidence. This firm is committed to your ongoing development, offering a collaborative culture, strong technical support, and genuine career progression opportunities.
What's great about this Private Client Tax Manager role?
- Work with an interesting and diverse client base
- Benefit from a supportive and inclusive culture
- Flexible hybrid working
- Clear opportunities for career progression and professional development
- Strong focus on employee wellbeing and work-life balance
- Option to buy additional holidays
- Health cash plan + virtual GP access
- Mental health support & wellbeing resources
- Cycle to work scheme & gym discounts
Your role as a Private Client Tax Manager:
- Managing a portfolio of private client cases, including trusts and HNW individuals.
- Drafting reports and correspondence covering areas such as IHT planning, residence, and domicile.
- Meeting with clients to understand their tax planning needs and provide tailored advice.
- Delivering CGT advice on property, shares, and other assets for both UK and non-UK residents.
- Reviewing work completed by junior team members and supporting their development.
- Overseeing compliance services, including preparation and review of self-assessment tax returns.
- Identifying opportunities to introduce clients to other specialist services within the firm.
- Maintaining accurate client records and handling queries confidently.
- Liaising with HMRC, solicitors, and other professional bodies to ensure excellent client service.
What you'll need to succeed:
- Proven experience in a mixed tax compliance and advisory role.
- ATT or CTA qualified (or equivalent) with strong up-to-date technical knowledge.
- Solid understanding of current tax regulations and compliance standards.
- Highly organised with strong time management skills.
- Professional, discreet, and confident in building client relationships.
What next: I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 07979027390.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Manager in Exeter employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Exeter
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great addition to their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate to put yourself out there!
We think you need these skills to ace Private Client Tax Manager in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your tax compliance and advisory experience, especially with high-net-worth individuals and trusts, to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax and how your background aligns with our supportive and forward-thinking culture. Don't forget to mention your commitment to client service!
Showcase Your Technical Knowledge: We want to see your up-to-date technical knowledge in action. Mention specific tax regulations or compliance standards you've worked with, and how you've successfully navigated complex tax matters for clients in the past.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you're up to speed with the latest tax regulations and compliance standards. Brush up on IHT planning, residence, domicile, and CGT advice. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to understand their needs and provide tailored advice. This is crucial for a Private Client Tax Manager, so make it a key part of your discussion.
✨Demonstrate Team Leadership
Since you'll be overseeing junior team members, think of instances where you've supported others' development. Share how you've reviewed work and provided constructive feedback. This will illustrate your leadership potential and collaborative spirit.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, career progression opportunities, and how they support employee wellbeing. This shows your genuine interest in the role and helps you assess if it's the right fit for you.