Private Client Tax Assistant Senior Assistant Manager
Are you experienced in preparing tax returns for private clients?Are you looking to join a firm that genuinely values its people-where you are recognised as an individual, not just another "number"?
Our client is a highly respected, independent firm that offers the best of both worlds: large enough to support your career progression to the highest level, yet small enough to ensure you feel seen, supported, and valued.
Due to continued growth, an exciting opportunity has arisen within their Private Client team at their Suffolk hub-a key focus area for the firm's strategic expansion over the coming years.
The Role
The firm is open to candidates at Assistant (Semi Senior), Senior, or Assistant Manager level, depending on your experience and expertise. They take a long-term view of development, giving new team members the time and support to settle, grow, and progress through a structured development pathway where promotions are based on merit-not vacancy.
Responsibilities will vary depending on level, but may include:
* Managing a diverse portfolio of private clients, trusts, and estates from start to finish-including onboarding new clients with varying levels of complexity
* Delivering tax advisory work, with direct client interaction and responsibility-either independently or with senior support
* Preparing complex Capital Gains Tax computations and drafting Inheritance Tax reports and schedules
* Identifying tax planning opportunities, particularly in CGT and IHT
* Supporting team development where appropriate
* Proactively identifying and implementing process improvements to enhance efficiency within the department
What's on Offer
The firm offers a highly competitive and comprehensive benefits package, including:
* Flexible working arrangements, including home working
* Flexible hours
* Generous holiday allowance (above UK average), with the option to purchase additional leave
* Attractive pension scheme
* Company sick pay
* Private medical cover
* and many more benefits designed to support your wellbeing and work-life balance
About You
To be considered, you will:
* Have strong experience in private client tax within an accountancy practice or similar environment, working to UK regulations
* Ideally hold (or be working towards) an ATT or CTA qualification for Senior/Assistant Manager roles
* Have experience managing multiple clients and delivering high-quality client service
Study support is available for those progressing with their qualifications, and any paid study clawback arrangements can be discussed.
Additional Information
The firm is committed to flexible working and encourages applications from candidates seeking reduced hours, provided the required experience is met.
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