Private Client Tax Assistant Manager

Job Title: Private Client Tax Assistant Manager

Location: Exeter Office, Devon

Salary: £45,000 - £48,000 (dependent on experience) + benefits package!

The Role:

If you're looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You'll work with an impressive and diverse portfolio, including high-net-worth individuals, partnerships, non-residents, and family-owned businesses, while delivering high-quality compliance and advisory work that genuinely makes an impact. What you'll be doing day to day:

• Manage a diverse portfolio of Private Client tax clients


• Deliver high-quality Private Client tax advice and support on advisory assignments


• Prepare complex tax returns and review work completed by junior team members


• Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC


• Collaborate with Partners, Directors, and Managers on new client work and specialist projects


• Mentor and support less experienced team members, helping develop their technical and professional skills

The Individual:

• ATT/CTA qualified or currently studying towards CTA with relevant experience


• Strong background in Private Client tax compliance, with exposure to advisory work


• Confident using tax software and computer-based tax compilation tools, plus solid MS Excel, Word, and Outlook skills


• Clear and effective communicator, able to build strong relationships with clients and colleagues


• Proactive, organised, and comfortable managing your own workload and deadlines


• Enjoys problem-solving and supporting the development of others


• Commercially aware, with an interest in contributing to the wider success of the team.

Benefits:

• Pension


• Group life assurance - up to four times your core salary


• Group income protection


• Health cash plan to help cover the costs of everyday healthcare


• Option to buy 5 extra days holiday*


• Counselling and support for you and your immediate family


• Virtual GP for you and your immediate family


• Cycle to work*


• One volunteering day per year to support local organisations

Please note: these benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage*

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