Personal Tax Advisor / Private Client Manager

England, Devon, Exeter
£35000 - £48000 per annum
13 Jul 2021
10 Aug 2021
Mark Bailey
Job Title
Contract Type
Full Time

A leading and successful chartered accountancy firm based in Exeter is searching for a Personal Tax Advisor / Private Client Manager to join their team as a key hire within this growing, highly regarded & specialist professional services firm. You will carve a pivotal role within this business overseeing the delivery of a quality compliance service, whilst also leading the delivery of wide ranging tax planning and project work.

Client Details

Based in Exeter this is highly regarded and successful specialist tax and advisory firm. The firm has a strong reputation acting for wide ranging individuals, directors & private clients, both UK based and overseas. Whilst a quality compliance service is a key offering the firm has also has a focus on delivering wider advisory and tax planning and business advice and the right professional will carve a key position advising this firms wide ranging clients with progression and development on offer.


Joining as a Personal Tax Advisor / Private Client Manager, based from the firms Exeter offices, you will manage a wide ranging portfolio of personal tax cases. The firm has varied clients across - Directors of varied sole trader, partnerships and limited company OMBs and SMEs, HNWIs, Trusts and overseas, resident/ non-resident and domicile/ non domicile clients. . You will be advising on wide ranging tax planning project work across Trust, probate, share options, CGT, IHT, residence and domicile advisory work, non-dom planning and other project work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role, within a leading accountancy practice, where you can drive and influence your career growth and direction. The role provides and excellent opportunity for the right professional looking to further their career in private client tax.


Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a strong compliance and /or tax planning skill set.
This is an excellent opportunity for either a highly experienced Personal Tax Advisor / Private Client Manager level professional looking for a challenging new career move.

Job Offer

Circa £35,000 - £48,000 + dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.

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