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Tax Senior/Manager - Personal Tax
Job Posted: 21 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: Exeter, Devon
Expire in: a month
Job Description
Tax Senior / Manager - Personal Tax
Hybrid: 2 - 3 days on site
Based in Exeter or Torquay office
Excellent salary + benefits package
Overview
If you're ready to take the next step in your tax career, this role offers the perfect blend of variety, technical challenge, and scope for progression.
You'll work as part of a friendly, collaborative tax team, managing a portfolio of personal tax clients that includes high-net-worth individuals and trusts. The position covers both compliance and advisory work, giving you the chance to use your expertise to deliver practical solutions while developing strong, long-term client relationships.
You will be supported in your career through ongoing training, exposure to interesting work, and the backing of experienced colleagues.
The Role
On a day-to-day basis, you will:
Manage a portfolio of personal tax cases, including trusts and HNW individuals
Prepare detailed reports and letters, offering advice on inheritance tax planning, residence, and domicile issues
Provide CGT advice on property, shares, and other assets for both UK and non-UK residents
Meet with clients to discuss and tailor their tax planning strategies
Review the work of junior team members and support their professional development
Prepare and review self-assessment tax returns and computations
Identify opportunities to introduce clients to other in-house services, such as financial planning
Request and maintain client information, and handle queries with confidence
Liaise directly with clients, HMRC, solicitors, and other professionals to ensure excellent service delivery
About You
Experience in tax compliance and advisory work, with strong report-writing skills
Part or fully ATT or CTA qualified (or equivalent) and up-to-date technical knowledge
An understanding of relevant compliance regulations and standards
Excellent organisational skills and the ability to work to deadlines
A professional, discreet approach and the ability to build strong client relationships
Benefits
Option to buy up to 5 extra days of holiday
Virtual GP access for you and your immediate family
Counselling and family support services
Group income protection
Health cash plan for everyday healthcare costs
Discounts on shopping and gym memberships
One volunteering day per year to support local causes
Why Join?
This is a chance to join a respected and growing accountancy firm with a strong regional presence. They offer a flexible and supportive working environment where people are encouraged to develop their skills and progress their careers.
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Looking for your next career move? Join a top company hiring Tax Senior/Manager - Personal Tax job near me in Exeter, Devon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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