Kick-start your next career move with a standout Private Client Tax Assistant Manager job in Exeter, offering flexible working, a company pension, and much more! Crowe Watson Recruitment is proud to partner with a highly respected firm of Chartered Accountants to identify a talented tax professional ready to take the next step in their career. This is an exceptional opportunity to join a forward-thinking firm that truly values its people and provides a supportive, collaborative environment.

As a Private Client Tax Assistant Manager in Exeter, you will manage a diverse portfolio of high-net-worth individuals, business owners, and trusts, delivering high-quality tax compliance and advisory services. You will play a key role in building strong client relationships, identifying planning opportunities, and supporting the development of junior team members. The firm offers excellent progression prospects and encourages continuous professional development.

At Crowe Watson Recruitment, we pride ourselves on connecting ambitious professionals with leading accountancy firms across the UK. Known for our tailored approach and deep industry knowledge, we are committed to helping you find a role where you can thrive and progress. This Private Client Tax Assistant Manager role in Exeter is ideal for someone looking to enhance their technical expertise and take on greater responsibility within a dynamic and growing team.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

• Manage a portfolio of private client tax cases, including HNWIs, trusts, and estates
• Prepare and review personal tax returns and oversee compliance work
• Provide tax planning advice on areas such as IHT, CGT, and income tax
• Build and maintain strong client relationships
• Support and mentor junior members of the team
• Liaise with HMRC on client matters

• ATT/CTA qualified or working towards qualification
• Must have a minimum of 3 years previous experience working within a UK Practice environment
• Strong technical knowledge of private client tax
• Excellent communication and interpersonal skills
• Ability to manage workloads effectively and meet deadlines
• A proactive and client-focused approach