Private Client Tax Assistant Manager

We are pleased to be working with a leading firm of Chartered Accountants in Exeter to find a talented and driven Private Client Tax Assistant Manager for a role that offers real technical variety, a high-quality private client portfolio, and a firm that genuinely rewards ambition and hard work, with flexible working, a company pension, and much more on offer.

Crowe Watson Recruitment has a well-established presence across the South West accountancy market and a genuine understanding of the private client tax landscape in Exeter and the wider Devon and Cornwall region. The team takes a careful and considered approach to every search it undertakes, investing the time to properly understand what each candidate is looking for before making any introduction, and that personal and thoughtful approach is something private client tax professionals across the South West have come to value highly when working with Crowe Watson on their next career move.

Exeter is one of the South West’s most vibrant and fast-growing cities, with a diverse and well-established professional services community and a private client market that continues to develop year on year. As Private Client Tax Assistant Manager, you will work closely with managers and partners to deliver a comprehensive range of compliance and advisory services to a varied portfolio of high-net-worth individuals, trusts, and estates, taking on increasing responsibility for client relationships and the development of junior members of the team. The firm has a clear and realistic pathway to manager level, a genuinely supportive and collegiate working culture, and the kind of technically varied workload that keeps ambitious private client tax professionals consistently engaged and motivated. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

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

Please note that Crowe Watson Recruitment is unable to assist with sponsorship applications; all candidates must have the right to work in the UK without restriction.

Key Responsibilities
Managing and developing a portfolio of private clients
Preparing and reviewing self-assessment tax returns and wider compliance work
Providing advice across income tax, capital gains tax, and inheritance tax matters
Supporting managers and partners on complex advisory assignments
Building strong and lasting client relationships as a trusted point of contact
Assisting with the supervision and mentoring of junior team members

Requirements
ATT and/or CTA qualified, or ACA/ACCA qualified with a strong private client tax background
At least four years' experience working within a UK Practice environment
Proven experience managing a private client portfolio with confidence and technical accuracy
Strong technical knowledge across personal tax, capital gains tax, inheritance tax, and trusts
Excellent interpersonal and communication skills with a confident client-facing manner
Highly organised with the ability to manage multiple priorities and deadlines effectively