Tax Assistant Manager

Job Description: Tax Assistant Manager

Department: Private Client Services (PCS)

Location: London

Work Pattern: Full-time, office-based or hybrid options available

Job Purpose

To provide personal tax compliance and advisory services to a portfolio of private clients, including high net worth individuals, business owners, and athletes/entertainers. The role will include supporting international tax planning for individuals moving to or from the UK, remote workers, dual and non-resident individuals, including treaty analysis and planning, and assisting clients qualifying for the Foreign Income and Gains (FIG) regime.

Reporting Lines and Relationships

• Reporting to Tax Managers, Senior Managers, Directors, and Partners.
• Supported by Tax Seniors, Tax Assistants, and the Client Service Team.
• Responsible for mentoring and supporting junior team members, including Tax Advisers and Tax Seniors.

Key Responsibilities

Client Portfolio Management

• Manage your own portfolio of personal tax clients, ensuring all compliance and advisory work is completed accurately and on time.
• Act as a key point of contact for clients, delivering high-quality service and building strong, long-term relationships.
• Conduct client meetings and handle new client enquiries professionally and effectively.

Compliance and Review

• Prepare and carry out first reviews of personal tax returns and related compliance work.
• Review work prepared by junior team members and provide feedback and guidance.
• Ensure all filing deadlines and compliance obligations are met.

Advisory and Technical

• Provide personal tax advisory services to clients across a range of areas.
• Undertake technical tax research to support client advice and provide detailed analysis.
• Proactively identify tax planning opportunities and advisory projects to support client needs and develop technical expertise.
• Assist clients with international tax matters, including residence issues, treaty interpretation, and FIG regime considerations.

Team Leadership and Development

• Delegate work effectively across the team.
• Mentor and support the development of Tax Advisers and Tax Seniors.
• Contribute to training and knowledge sharing within the team.

Business Development and Financial Management

• Prepare fee quotes and manage work in line with billing targets.
• Prepare monthly fee reports and work towards individual billing and invoicing targets.
• Assist with proposals, marketing activities, and client events as required.
• Build and maintain relationships with overseas advisers and network partners to deliver coordinated client service.
• Attend external conferences and networking events to develop professional connections.

General

• Assist with administrative and client-related tasks as required.
• Undertake additional duties as reasonably requested by senior management.
• Occasional travel to other offices may be required.

Working Environment

This role operates within a growing firm and a fast-paced, professional environment, requiring strong organisational skills and the ability to manage multiple deadlines.