We are looking for a Private Client Tax Assistant Manager to manage and develop a portfolio of private clients, support partners and senior managers on complex advisory work, and contribute to the continued growth of the tax function.
Key Responsibilities
* Managing and reviewing a portfolio of private client tax returns and advisory matters, including income tax, capital gains tax, and inheritance tax
* Supporting senior managers and partners on complex advisory projects for high-net-worth individuals, trustees, and estates
* Reviewing the work of junior team members and providing constructive technical feedback to support their development
* Building and maintaining strong client relationships, acting as a key point of contact for day-to-day queries
* Contributing to business development activity, including preparation of proposals and attendance at networking events
Requirements
* Must have previous experience working within a UK Practice environment
* CTA, ACA, or ACCA qualified (or working towards), with a focus on private client or personal tax
* Strong technical knowledge across personal tax compliance and advisory, including experience with complex or high-net-worth client portfolios
* Excellent communication and client relationship skills, with the confidence to liaise directly with clients and senior stakeholders
* A proactive, commercially minded approach with the drive to develop both technically and professionally
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