Job Description
Practice Tax Manager - Overseas / Non-Residential
Exeter | £40,000-£55,000 + Benefits | Permanent
Introduction
Are you a tax professional with accountancy practice experience looking to accelerate your career? We are seeking a Practice Tax Manager to join a dynamic tax team in Exeter, specialising in overseas and non-residential clients. This is an exciting opportunity to work with trusts, high-net-worth individuals, and a diverse portfolio of personal tax clients, providing both compliance and advisory services.
Key Duties
* Manage a portfolio of personal tax cases, including trusts and HNW individuals.
* Draft reports and letters providing tax advice, including IHT planning, residence, and domicile matters.
* Meet with clients to ascertain their tax planning needs and provide strategic guidance.
* Advise on CGT for property, shares, and other assets for UK and non-UK residents.
* Review the work of junior staff and contribute to their professional development.
* Provide and manage compliance services, including preparing and reviewing self-assessment tax returns and computations.
* Identify opportunities to promote cross-department services, including financial planning colleagues.
* Request, collate, and maintain accurate client information.
* Correspond confidently with clients, HMRC, solicitors, and other professional services firms.
* Maintain a high level of client care, professionalism, and discretion in all interactions.
About You
* Previous experience in tax compliance and advisory, including drafting reports.
* ATT or CTA qualified (or equivalent) with current technical knowledge.
* Strong understanding of regulatory compliance standards for tax.
* Organised, with the ability to plan time efficiently to meet deadlines.
* Professional, discreet, and confident, able to build rapport quickly with clients.
* Excellent communication skills for interacting with clients and professional contacts.
What We Offer
* Competitive salary of £40,000-£55,000 plus benefits.
* Opportunity to work with a supportive, growth-focused tax team.
* Exposure to complex overseas and non-residential tax matters.
* Career development and continuous learning opportunities in a collaborative environment.
Interested?
Apply now or contact our Exeter office to find out more!
Acorn by Synergie acts as an employment agency for permanent recruitment.