Private Client Tax Assistant Manager

About the role

Join a respected accountancy and advisory firm with a strong UK presence. As a Private Client Tax Assistant Manager you will manage a diverse portfolio of private clients, delivering high‑quality tax compliance and advisory services.

Key responsibilities

• Manage a portfolio of private clients with minimal supervision.
• Prepare and submit personal tax compliance work, including P11Ds and inheritance tax returns.
• Build and maintain long‑term client relationships.
• Support team revenue and profitability targets.
• Handle ad‑hoc tax queries and advisory projects.
• Conduct technical research on complex tax legislation.
• Lead, mentor and coach junior team members.
• Collaborate with colleagues to ensure an exceptional client experience.

Required profile

• CTA, ACA, ACCA, CA or equivalent qualification.
• Experience in Private Client Tax, Personal Tax or Mixed Tax within an accountancy practice.
• Strong technical tax knowledge and ability to interpret complex legislation.
• Proven client‑relationship management and high service standards.
• Excellent communication, organisational and project‑management abilities.
• Previous supervisory or leadership experience, or a desire to develop these skills.

Required skills

What we offer

• Hybrid and flexible working arrangements.
• Birthday leave.
• Professional subscription support.
• Ongoing training and career development opportunities.
• Comprehensive employee benefits and wellbeing support.