Private Client Tax Assistant Manager

About the role

This position offers an experienced private client tax professional the chance to own a diverse portfolio, deepen client relationships and progress towards senior management within a supportive accountancy practice.

Key responsibilities

• Manage a portfolio of private client tax engagements, delivering high‑quality work on time.
• Review complex personal tax returns and approve final submissions.
• Provide advice on a wide range of personal tax matters and identify planning opportunities.
• Build long‑term client relationships and act as the primary contact throughout the compliance cycle.
• Attend client meetings, discuss tax issues and support broader tax‑planning initiatives.
• Monitor work‑in‑progress, budgets and assist with fee discussions.
• Identify changing client needs and develop additional service opportunities.
• Coach, mentor and provide technical support to junior team members.
• Review work of Tax Seniors and contribute to their development.
• Support business‑development activities and strengthen the firm’s local market presence.
• Collaborate with Managers and Partners on technical advisory projects and complex tax matters.

Required profile

• ATT, CTA, ACA, ACCA or equivalent qualification, or qualified by experience.
• Strong private client tax experience within a UK accountancy practice.
• Proven ability to manage or review personal tax engagements.

Required skills