Private Client Tax Professional for HNWIs and Business Owners

3 days ago


Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

Taylor Rose Recruitment is proud to partner with a highly reputable firm in Exeter to find a skilled Private Client Tax Manager or Senior Manager.

This exciting opportunity is perfect for a CTA Personal Tax professional seeking a challenging role that offers flexibility, an excellent work-life balance, and career progression.

You will be working with a diverse client portfolio including High Net Worth Individuals (HNWIs), Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. Your expertise will be utilized to identify opportunities for clients, manage tax projects, and advise on Inheritance Tax, Trusts, Estates, and succession planning.

The ideal candidate will have significant experience in private client tax, managing a portfolio of clients, and delivering compliance and advisory services. You will also possess excellent communication skills and the ability to mentor junior staff.

We estimate the salary for this position to be around £65,000 - £85,000 per annum, depending on experience. The company offers a generous benefits package, hybrid/flexible working arrangement, and regular social events.

Key responsibilities include:

  • Managing a diverse portfolio of private clients
  • Identifying tax planning opportunities and delivering compliance services
  • Advising clients on Inheritance Tax, Trusts, Estates, and succession planning
  • Mentoring junior staff and contributing to business development

For more information about this role or to discuss alternative opportunities, please contact us.


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