Practice Tax Manager - Overseas & Non-Residential

Exeter £40,000-£55,000 + Benefits Permanent

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.

• 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.

• 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.

• 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.

Apply now or contact our Exeter office to find out more!

Acorn by Synergie acts as an employment agency for permanent recruitment.