Private Client Tax Assistant Manager / Manager
London
We are working with a well‑established London‑based accountancy and tax advisory firm that specialises in advising entrepreneurial private clients and owner‑managed businesses. The firm has a long‑standing reputation for high‑quality, partner‑led advice and prides itself on building long‑term relationships with private client families, often across generations.
Due to continued growth, they are now looking to appoint a Private Client Tax Assistant Manager / Manager to join their Private Client team.
The Role
This position sits within a dedicated Private Client tax team and involves managing a varied portfolio of approximately 300+ private clients. You will work closely with colleagues across business tax, audit, and accounting, and will report directly to senior management and partners.
Key responsibilities include:
* Managing and overseeing the personal tax compliance process for private clients
* Taking ownership of your own client portfolio across compliance and advisory work
* Acting as a key point of contact for client queries
* Reviewing self‑assessment tax returns for individuals, partnerships, and trusts
* Advising high‑net‑worth individuals, including non‑UK domiciled and non‑long‑term resident clients
* Liaising regularly with HMRC and other third parties
* Supporting, training, and mentoring junior team members and trainees
The Ideal Candidate
* CTA qualified or actively working towards CTA (or equivalent)
* Strong technical knowledge of UK personal tax
* Experience with trusts, inheritance tax, and probate would be advantageous
* Exposure to advising non‑dom/non‑resident clients is beneficial
* Strong attention to detail, communication skills, and a proactive approach
* Comfortable working in a client‑facing, relationship‑driven environment
* Experience with CCH software would be helpful but is not essential.
What's on Offer
* A broad and high‑quality private client tax role with both compliance and advisory exposure
* Close partner interaction and genuine career development opportunities
* Supportive and collaborative working culture
* Market‑rate salary and benefits package
* Exposure to a wide range of private client tax matters