Private Client Tax Expert

4 days ago


Exeter, Devon, United Kingdom Creative Tax Recruitment Full time
Private Client Tax Expert Job Description:

We are seeking a highly skilled Private Client Tax Expert to join our private client tax team. As a key member of the team, you will be responsible for managing a compliance portfolio predominantly involving high net worth individuals (HNWI), trusts, and estates. Your primary role will be to effectively communicate complex tax technical information to non-experts, serving as the main point of contact for clients.

About the Role:

This is an excellent opportunity to work with high net worth clients and professional advisors in a client-facing capacity. You will be responsible for driving the delivery of one-off advisory and compliance assignments, mentoring team members, and implementing process improvements to increase efficiency within the team.

Responsibilities:
  • • Manage a compliance portfolio primarily consisting of HNWI's, trusts, and estates.
    • Serve as the primary point of contact for clients, communicating complex tax information effectively.
    • Drive the delivery of one-off advisory and compliance assignments.
    • Mentor and provide technical training to team members to enhance their development and team performance.
    • Implement process improvements to increase efficiency within the team.


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

    Company OverviewTaylor Rose Recruitment, a leading recruitment agency, has been instructed to find a Private Client Tax Manager or Senior Manager for a reputable firm in Exeter. This is an excellent opportunity for a Chartered Tax Adviser (CTA) with personal tax expertise looking to advance their career.About the RoleThis is a challenging and rewarding...


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

    Discover a challenging opportunity at a reputable firm in Exeter as a Tax Specialist. This role is perfect for a Chartered Tax Adviser (CTA) Personal Tax professional seeking to advance their career, with a focus on flexibility and work-life balance.About the RoleYou will manage a diverse private client tax portfolio, identify tax planning opportunities,...


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

    Exeter-based Taylor Rose Recruitment Ltd is looking for a Private Client Tax Specialist to join their team.This is an excellent opportunity for a CTA Personal Tax professional to develop their skills and advance their career.The successful candidate will have the ability to manage a diverse portfolio of high-net-worth individuals (HNWIs) and provide expert...

  • Tax Compliance Expert

    4 weeks ago


    Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full time

    Job SummaryWe are seeking a highly motivated Tax Compliance Expert to join our client's team in Exeter. The successful candidate will be responsible for ensuring accurate and efficient compliance work for a range of personal tax clients.Key Accountabilities:Preparation and review of personal tax computations and returns.Identifying tax planning opportunities...


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

    Job DescriptionWe are seeking a skilled Private Client Tax Manager to join our client's team in Exeter. As a member of the team, you will be responsible for managing a diverse portfolio of private clients, identifying tax planning opportunities, and delivering ad hoc tax projects.


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

    Role OverviewTaylor Rose Recruitment Ltd is seeking an experienced Private Client Tax Senior to join their Exeter-based team. This is a fantastic opportunity for an ATT Qualified and/or CTA student looking to develop their advisory skills in personal tax compliance.The ideal candidate will have a strong foundation in personal tax compliance and be able to...


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

    Private Client Tax Manager opportunity with Taylor Rose Recruitment Ltd in Exeter, perfect for a CTA Personal Tax professional seeking a challenging role with flexibility and an excellent work/life balance.The role involves managing a diverse private client tax portfolio, identifying tax planning opportunities, and reviewing personal tax compliance, as well...


  • Exeter, Devon, United Kingdom Creative Tax Recruitment Full time

    Job Overview:The Private Client Trust and Tax Manager role at Creative Tax Recruitment offers a unique opportunity to make a significant impact on the strategic direction and development of trust and estate services.This is an excellent chance for you to work with high net-worth clients and professional advisors in a client-facing capacity, while driving the...


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

    Taylor Rose Recruitment is seeking a skilled Private Client Tax Professional to join their team in Exeter. As a Senior Manager, you will work with an impressive client portfolio, including HNWIs, Trusts & Estates, and business owners, providing tax planning, compliance, and advisory services. A competitive salary of £70,000 - £90,000 per annum, plus a...


  • Exeter, Devon, United Kingdom Bishop Fleming Full time

    We are seeking an experienced Head of Private Client Services to lead our tax team in Exeter or Plymouth.In this role, you will be responsible for providing expert tax advice and guidance to clients, including business owners, property landlords, and high net worth individuals.Develop and implement strategic tax plans to minimize tax liabilitiesLead...


  • Exeter, Devon, United Kingdom Chadwick Nott Full time

    A unique opportunity has arisen for a skilled Private Client Solicitor to join Chadwick Nott's esteemed team in Bristol or Exeter.The ideal candidate will possess at least 2 years PQE and have experience working with a top-tier law firm. You will be responsible for handling a wide range of private client matters, including tax and trust advice for high net...


  • Exeter, Devon, United Kingdom Pro-Tax Full time

    **About Pro-Tax**We are a highly professional and successful tax team in the South West, delivering expert tax services to a wide-ranging client base.This is an ideal opportunity for a Corporate Tax Assistant Manager, Senior or Manager looking to take their career to the next level.As a Senior Director of Tax, you will play a pivotal role in:Delivering a...


  • Exeter, Devon, United Kingdom Trowers & Hamlins LLP Full time

    About the RoleAs a Lawyer - Private Client Specialist at Trowers & Hamlins LLP, you will be part of a team that provides expert advice to individuals, companies, and trusts on private client matters. This includes preparing Wills, Powers of Attorney, Domestic Trusts, Probate, and income and capital tax planning.ResponsibilitiesUndertake all types of private...


  • Exeter, Devon, United Kingdom PKF Francis Clark Full time

    A Message From Our TeamWe're excited to welcome a new Graduate Private Client Tax Trainee to our team! As a trainee, you'll have the opportunity to work with experienced professionals and develop your skills in taxation law and practice.Your Career DevelopmentWe're committed to helping you achieve your career goals. Our three-year training programme...


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

    Private Client Tax OpportunityTaylor Rose Recruitment Ltd is seeking a Private Client Specialist to join their team in Exeter. As a leading recruitment agency, they have been instructed by a highly reputable firm to find the right candidate for this Senior Manager opportunity.The successful candidate will manage a diverse private client tax portfolio,...


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

    Taylor Rose Recruitment Ltd has partnered with a reputable firm in Exeter to recruit a Private Client Tax Manager or Senior Manager. This is an excellent opportunity for a CTA Personal Tax professional to join a dynamic team and work with a diverse portfolio of high net worth individuals (HNWIs), trusts and estates, and business owners.Your key...


  • 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...


  • Exeter, Devon, United Kingdom Clark Wood - Tax Recruitment Full time

    Clients who require expert tax advice and leadership in the field of corporate tax have come to rely on our team at Clark Wood - Tax RecruitmentRole SummaryWe are seeking an experienced Corporate Tax Director to lead our team and provide trusted tax advice to our clients.About the JobManage the corporate tax team to ensure delivery of high-quality tax...

  • Tax Compliance Expert

    4 weeks ago


    Exeter, Devon, United Kingdom Bishop Fleming Full time

    At Bishop Fleming, we are seeking an accomplished Tax Compliance Expert to join our Exeter or Plymouth tax team.This role will enable you to provide high-quality tax compliance and advisory services to a range of clients from business owners, property landlords to high net worth individuals.Remuneration planning including share incentivisation schemesCapital...

  • Tax Planning Expert

    2 days ago


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

    **Job Title:** Private Client Tax ManagerTax specialists at Taylor Rose Recruitment have been instructed to find a highly skilled Private Client Tax Manager or Senior Manager opportunity for our client, a reputable firm in the UK.This role is perfect for a CTA Personal Tax professional looking to take the next step in their career with an excellent work-life...