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Permanent

Private Client Tax Manager

Exeter
money-bag 54000.00-54000.00 Annual
3185560956
Posted Today

Private Client Tax Manager £54,000 to £64,000 per annum (DOE) Permanent, full time Exeter Full ownership of a varied private client portfolio, in one of the South West''s fastest growing cities. A leading firm of Chartered Accountants in Exeter is looking for a CTA and/or ACA/ACCA qualified Private Client Tax Manager. The portfolio spans high net worth individuals, trusts and estates across a broad range of complexity, with advisory work alongside compliance. The firm has a strong regional reputation for its private client work, a collegiate culture, and a clear pathway to Senior Manager. Crowe Watson Recruitment knows the Exeter private client space well. What''s the day to day of the role: Managing a portfolio of private clients including HNW individuals, trusts and estates Advising across income tax, capital gains tax and inheritance tax Reviewing self assessment tax returns and overseeing the compliance process Acting as a key point of contact and building trusted client relationships Mentoring junior members of the tax team Liaising with HMRC on client matters including enquiries and investigations Required skills and qualifications: CTA and/or ACA/ACCA qualified with a strong private client tax background At least five years'' experience within a UK Practice environment Proven experience managing a portfolio of HNW private clients Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts Confident client facing manner, organised and able to ..... full job details .....

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