In a nutshell
If you're looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You’ll work with an impressive and diverse portfolio, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses, while delivering high‑quality compliance and advisory work that genuinely makes an impact.
This is a chance to deepen your technical expertise, build trusted client relationships, and play a key role in developing others as part of a collaborative and growing Exeter team.
What you'll be doing day to day
1. Manage a diverse portfolio of Private Client cases, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses
2. Deliver high‑quality Private Client tax advice and support on advisory assignments
3. Prepare complex tax returns and review work completed by junior team members
4. Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC
5. Collaborate with Partners, Directors, and Managers on new client work and specialist projects
6. Mentor and support less experienced team members, helping develop their technical and professional skills
About you
7. ATT/CTA qualified or currently studying towards CTA with relevant experience
8. Strong background in Private Client tax compliance, with exposure to advisory work
9. Confident using tax software and computer‑based tax compilation tools, plus solid MS Excel, Word, and Outlook skills
10. Clear and effective communicator, able to build strong relationships with clients and colleagues
11. Proactive, organised, and comfortable managing your own workload and deadlines
12. Enjoys problem‑solving and supporting the development of others
13. Commercially aware, with an interest in contributing to the wider success of the team