Personal Relationship Manager jobs in Exeter

You will have opportunity to manage clients, wider team and help grow and develop this firms private client services offering, with a clear path to progress in your career.

You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc.

You will take a client fronting role, overseeing the provision of advisory services across a wide spectrum of personal tax issues, including IHT, CGT, and more.

You will manage a wider team, play a key role in their development, and help grow and develop the firm's personal tax service lines.

Additional Information Job Number Job Category Engineering & Facilities Location Courtyard by Marriott Exeter Sandy Park, Sandy Park Way, Exeter, England, United Kingdom, EX2 7NN VIEW ON MAP ( Schedule Part Time Located Remotely? N Position Type Non-Management POSITION SUMMARY PART TIME Monday - Friday weekends on call - rota system 1 Saturday every month u00a313.17 per hour + u00a3120 extra...

You will also develop and coach our trainee tax accountants into becoming accomplished business advisors.

Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth...

You will be required to manage and monitor a workload of cases as directed and organise work activities, taking into account the need to prioritise tasks and responsibilities and ensure that statutory and service responsibilities are undertaken within timescales.

You will also be responsible for writing timely reports for young people, including plans, risk assessments and referrals.

You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career. The Successful Applicant

You will lead and develop a multi-skilled team, manage contractors, and act as the senior authorised person on shift, maintaining safe systems of work at all times.

You will support the team manager with day to day operational management of a busy and diverse team.

You will support a caseload of service users that may have been previously released from prison, on a suspended sentence or on community orders.

You will support staff with day to day management as needed by the TM with professionalism, integrity and confidentiality.

Job Description Who We Are At Lifeways, every day is an opportunity to make a difference. Our people don’t just work here — they build fulfilling careers and transform lives. Across the UK, we support individuals with learning disabilities, autism, brain injuries, mental health conditions, and complex care needs, empowering them to live full and meaningful lives. We’re proud to be one of the...

A leading firm of chartered accountants in Exeter seeks a Personal Tax Senior Manager to deliver personal tax and advisory services. The role involves managing a client base that includes directors of owner-managed businesses, overseeing advisory services, and mentoring a team. Candidates should hold qualifications like ACA, ACCA, CTA, or STEP and have relevant experience in a top-tier...

A leading accountancy practice in Exeter is seeking a Personal Tax Senior Manager to deliver personal tax and advisory services to a diverse client base. The role offers a client-facing position with responsibilities for team management and service development. Ideal candidates will be ACA, ACCA, CTA, or STEP qualified with experience in a reputable accountancy firm. The salary ranges from...

You will manage clients, a wider team, and help grow and develop the firm's private client services offering, with a clear path to progress in your career.

You will join the firm as a Personal Tax Senior Manager / Director, delivering personal tax and advisory services to a broad client base including directors of owner‐managed businesses, property clients, HNWI's, trusts and landed estates.

You will have opportunity to manage clients, wider team and help grow and develop this firms private client services offering, with a clear path to progress in your career.

You will take a client fronting role overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT etc.

You will build relationships with clients and look to advise and deliver on tax advice and wider project work, working with the wider management and partner team. The role and firm provides an excellent opportunity for you to develop your personal tax career.

You will have the opportunity to lead the compliance team and develop the private client tax advisory function, with a clear path to progression in your career.

You will deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

You will have opportunity to lead the compliance team and develop and grow the tax advisory function, with a clear path to progress in your career.

You will be looking to grow and develop the firms private client offering and department and take a lead role in this.

You will lead and influence your team and look to drive the development of the private client tax services in this leading firm.

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.

You will oversee and increasingly manage the delivery and review of accounts production for wide ranging sole traders/partnerships, but along with a significant focus on limited companies, along with general taxation work across personal and corporate tax, VAT Returns and bookkeeping help and advice to their clients.