Full job descriptionThere has never been a better time to take your private client tax career to the next level, and this opportunity in Torquay could be exactly the move you have been waiting for. A leading firm of Chartered Accountants in the South West is looking to appoint an experienced and driven Private Client Tax Manager to join their highly regarded team. This is a role that comes with flexible working, a company pension, and much more, reflecting the firm’s genuine commitment to the wellbeing and long-term satisfaction of its people. Crowe Watson Recruitment, a specialist recruiter dedicated exclusively to accountancy practice, is proud to be supporting this search, bringing deep sector knowledge and a trusted network of practice professionals across the UK.
Torquay and the surrounding area offers a fantastic quality of life, and this firm has built a well-established and growing private client offering to match. Acting for a varied portfolio of high-net-worth individuals, entrepreneurs, trustees, and estates, you will take a lead role in delivering expert personal tax advice across a broad range of matters including self-assessment, inheritance tax planning, capital gains tax, and trust taxation. The firm has a strong reputation for technical excellence and genuine client relationships, and you will play a central part in maintaining and developing that reputation within a supportive and ambitious team.
As Private Client Tax Manager, you will have real scope to shape your own caseload, develop junior members of the team, and contribute to the wider growth of the practice. Whether you are ATT or CTA qualified, or qualified by experience, the firm is focused on finding the right person rather than ticking boxes. Progression to senior manager and beyond is a realistic and actively supported goal here, making this an outstanding opportunity for someone who wants to build a long-term career in private client tax within a firm that truly invests in its people.
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.
Please note that Crowe Watson is unable to support applications requiring sponsorship.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Key Responsibilities*Managing a varied portfolio of private client cases including high-net-worth individuals, trusts, and estates across income tax, CGT, and IHT matters
*Reviewing self-assessment tax returns and providing technical oversight and guidance to junior and semi-senior team members
*Building and maintaining strong client relationships, acting as a trusted adviser on a range of personal tax and planning matters
*Identifying tax planning opportunities and contributing to the development and growth of the private client department
*Supporting the leadership team with workflow management, client onboarding, and departmental strategy
Requirements*ATT, CTA, or ACA/ACCA qualified, or qualified by experience in a private client tax environment
*Strong technical knowledge of personal tax, including self-assessment, IHT, CGT, and trust taxation
*Proven ability to manage a client portfolio and lead or mentor junior staff
*Excellent communication and relationship-building skills with a client-focused approach
*Must have previous experience working within a UK Practice environment