Private Client Tax Assistant Manager
Location: Ipswich
Department: Private Client Tax
Reports to: Tax Manager / Tax Partner
About the Role
Our client is seeking an experienced Private Client Tax Assistant Manager to join their growing team in Ipswich. This role offers an excellent opportunity to develop your tax career while working with a diverse portfolio of private clients and supporting the wider tax team.
Key Responsibilities:
* Prepare and review personal tax returns, CGT computations, and IHT planning.
* Act as primary client contact, providing proactive tax advice and identifying tax-saving opportunities.
* Manage HMRC correspondence, enquiries, and compliance matters.
* Supervise and mentor junior team members, ensuring accurate work and adherence to deadlines.
* Support practice management, billing, and process improvements.
Requirements:
* 3–5 years’ UK personal tax experience.
* Strong technical knowledge of income tax, CGT, and basic IHT.
* Proven ability to manage client portfolios independently.
* Excellent communication, organisational, and analytical skills.
* ATT/CTA part-qualified or qualified desirable; experience with trusts and owner-managed businesses a plus.
What We Offer:
* Competitive salary, hybrid/flexible working, and generous holiday.
* Pension, professional development, and clear career progression.
* Supportive, collaborative team environment.