Assistant Manager Private Client Tax

Francis Clark LLP; Exeter; On-site; GBP 45,000 - GBP 65,000; Full time

Job summary

A leading accountancy firm in Exeter seeks a Private Client Tax professional to manage a diverse portfolio, delivering high-quality tax advice to high-net-worth clients. The role involves preparing complex tax returns and collaborating with a team of professionals. A strong background in Private Client tax compliance, along with ATT/CTA qualifications, is essential. The firm offers a supportive culture and career development opportunities, making it a great place to grow your expertise.

Benefits

Pension

Group life assurance

Health cash plan

Option to buy extra holiday

Counselling support

Virtual GP access

Cycle to work scheme

Gym discounts

Volunteering day

Emergency funding support

Qualifications

• Confident using various tax compilation tools.
• Able to manage own workload and meet deadlines.
• Enjoys mentoring less experienced team members.

Responsibilities

• Manage a diverse portfolio of high-net-worth clients.
• Deliver high-quality Private Client tax advice.
• Prepare complex tax returns and review junior work.
• Collaborate with various team members on projects.
• Mentor and support less experienced colleagues.

Skills

ATT/CTA qualification

Private Client tax compliance experience

Tax software proficiency

MS Excel

Clear communication

Proactive and organized

Problem-solving

Education

ATT/CTA qualified or studying towards CTA

Tools

Tax software

MS Office

Job description

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

• Manage a diverse portfolio of Private Client cases, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses
• Deliver high‑quality Private Client tax advice and support on advisory assignments
• Prepare complex tax returns and review work completed by junior team members
• Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC
• Collaborate with Partners, Directors, and Managers on new client work and specialist projects
• Mentor and support less experienced team members, helping develop their technical and professional skills

About you

• ATT/CTA qualified or currently studying towards CTA with relevant experience
• Strong background in Private Client tax compliance, with exposure to advisory work
• Confident using tax software and computer‑based tax compilation tools, plus solid MS Excel, Word, and Outlook skills
• Clear and effective communicator, able to build strong relationships with clients and colleagues
• Proactive, organised, and comfortable managing your own workload and deadlines
• Enjoys problem‑solving and supporting the development of others
• Commercially aware, with an interest in contributing to the wider success of the team

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.

We work hard to ensure you can belong, be yourself and be brilliant as part of a forward‑thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally.

For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.

We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.

All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.

The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.

While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like‑minded accountants and business advisers in 150 countries.

Your core benefits

Financial benefits

• Pension
• Group life assurance - up to four times your core salary
• Group income protection
• Health cash plan to help cover the costs of everyday healthcare

Health & Wellbeing benefits

• Option to buy 5 extra days holiday*
• Counselling and support for you and your immediate family
• Virtual GP for you and your immediate family
• Cycle to work*

Other benefits

• Medicash Extras providing you with shopping and gym discounts
• Gifts for career and family milestones
• One volunteering day per year to support local organisations
• Emergency funding from the Francis Clark Charitable Foundation

Please note
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.