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Assistant Private Tax Manager - Complex Private Clients
Location: Worcester
Contract Type: Permanent, Full-time
About the Role
Our client is seeking a motivated Assistant Private Tax Manager to join their established team in Worcester. This Assistant Private Tax Manager role offers an excellent opportunity to develop your career working with complex private clients, supporting senior colleagues in managing sophisticated portfolios of high-net-worth individuals and family offices. Based in Worcester, you will gain valuable experience across various high-value and intricate tax matters while building your expertise in complex private client taxation.
Key Responsibilities
Complex Private Client Support
* Assist in managing a diverse portfolio of complex private clients including high-net-worth individuals and entrepreneurs
* Support senior colleagues in preparing complex private client tax returns and compliance work
* Contribute to inheritance tax planning projects including trust structures and estate planning
* Assist with capital gains tax planning for complex asset disposals and reorganizations
* Support complex income tax matters including non-domiciled clients and international tax issues
* Help manage complex private client compliance including personal tax returns and trust returns
Technical Development
* Develop expertise in complex trust and estate planning structures under senior supervision
* Gain experience in sophisticated tax planning opportunities for complex private client portfolios
* Learn about complex residency and domicile issues for international private clients
* Support complex capital gains tax relief applications including business asset disposal relief
* Assist with complex pension planning and retirement tax strategies
* Contribute to complex private client transactions including business sales and wealth structuring
Essential Requirements
* ACA, ACCA, or CTA qualification (or part-qualified with strong progression)
* Minimum 2-4 years of private client tax experience with some exposure to complex matters
* Interest in developing expertise in complex private client relationships
* Good technical knowledge of private client taxation fundamentals
* Some experience with trust and estate planning concepts
* Understanding of basic international private client tax issues
Desired Skills and Experience
Assistant Private Tax Manager, Private Client Tax Assistant Manager, Junior Private Tax Manager, Complex Private Client Tax, Worcester Tax Jobs, Private Wealth Tax, Assistant Tax Manager Private Clients, Trust Tax Assistant Manager, Estate Planning Tax Assistant, Private Client Tax Associate
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing
* Industries
Accounting
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