Private Client Tax Manager
Exeter | Circa £52,000 – £66,000 | Permanent
This firm has been building its private client team with care and the Manager role they are now filling reflects that investment. The Exeter office works with high-net-worth individuals, entrepreneurs, and agricultural families, and the work is genuinely varied. You will have direct client responsibility from day one and a team structure that supports rather than restricts you. This is a practice where you are expected to be the client's main point of contact, not a relay between a Partner and a junior.
The Role
* Manage a portfolio of personal tax clients, including high-net-worth individuals, business owners, and trusts.
* Prepare and review self-assessment returns, trust tax returns, and associated reporting to a high standard.
* Advise on income tax, capital gains tax, inheritance tax, and succession planning matters for your portfolio.
* Build direct client relationships and act as the first point of contact for technical and commercial queries.
* Support junior staff with complex matters and contribute to the technical development of the wider tax team.
About You
* Qualified, with a tax-specific qualification preferred. A private client tax background in practice is essential.
* Solid grounding in personal tax and trust work, with experience in managing a portfolio under your own initiative.
* Comfortable dealing directly with clients and confident in explaining technical positions in accessible terms.
* Organised, thorough, and a clear communicator with both clients and colleagues.
* An interest in agricultural or landed estate matters would be an advantage in this regional office.
Why This Role
The firm has a quality client base, a strong private client reputation, and a clear development path to Senior Manager and Director level. This is a practice where a Manager can develop real expertise and real client relationships rather than working in the shadow of a Partner. The team is collaborative, the work is technically interesting, and the firm is committed to supporting your professional growth.