Private Client Tax Services Manager

2 days ago


Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

About the Role

As a key member of our private client tax team, you will play a crucial role in shaping the strategic direction and development of trust and estate services for high net-worth individuals.

This exciting opportunity allows you to directly impact the growth and success of our clients, while also driving process improvements within the team.

Key Responsibilities:

  • Manage a compliance portfolio predominantly involving high net worth individuals, trusts, and estates.
  • Serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
  • Drive the delivery of one-off advisory and compliance assignments.
  • Mentor and provide technical training to team members to foster their development and enhance team performance.
  • Implement process improvements to increase efficiency within the team.

Firm Overview:

Our firm is a top-ranked mid-tier company that values professionalism, expertise, and innovation. We strive to provide an excellent work environment where our employees can grow and develop their skills.

What We Offer:

  • A key role within a respected firm where your contributions have a visible impact.
  • The opportunity to work with high net-worth clients and professional advisors in a client-facing capacity.
  • Support for professional development and career progression within the firm.

Salary Estimate: £80,000 - £110,000 per annum, depending on experience.



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