Private Client Tax Assistant Manager

Are you a self-motivated, hardworking, ambitious person looking for your next challenge? If you are, and you’re looking to join a national operation with international reach, then we have a great role for you, based at our Central London office.

Role overview

We are looking for an ambitious and driven Private Client Tax Assistant Manager to join our growing Private Client Tax team. This role offers the exciting opportunity to manage a well-established compliance portfolio while working closely with senior team members and partners on complex tax advisory projects.

For the right candidate, this role offers direct client and external contact, as well as fast-track promotion opportunities based on merit.

Job description

Key Tasks and Responsibilities:

• Managing a portfolio of approximately 180 private clients, including high-net-worth individuals (HNWIs), non-domiciled individuals, LLPs, business owners, and partnerships.
• Supervising, mentoring, and reviewing the work of junior team members, ensuring the high-quality delivery of self-assessment tax returns and providing constructive feedback to support their development.
• Handling tax queries and acting as the primary point of contact for clients.
• Identifying tax planning opportunities and assisting in the delivery of advisory projects, including residency and domicile issues, capital gains tax planning, inheritance tax planning, and trust structuring.
• Managing complex HMRC investigations in regard to personal tax matters, businesses, and tax avoidance schemes, including drafting disclosures to HMRC under the WDF (Worldwide Disclosure Facility).
• Keeping up to date with changes in tax legislation and contributing to internal technical discussions.

Working arrangements

The working week: 35 hours per week (Monday-Friday) to be worked from 09:30-17:30 with occasional flexibility to meet specific work demands.

Hybrid working policy with flexibility to meet specific work demands

Location: Your principle work base is our London Office.

Our benefits

• Study Package, including TOIL (Time off in Lieu) (TOIL up to AM, Study support only if agreed)
• 31 days holiday (including bank holidays & Compulsory Christmas shutdown counted as part of holiday entitlement )
• The ability to ‘purchase’ extra days leave in salary sacrifice
• Private medical insurance at discounted rates
• Private medical insurance (Assistant manager and above)
• Private dental cover at discounted rates
• Subsidised corporate gym membership at Fitness First
• Life assurance (4x salary)
• Season ticket loan (for travel)
• Enhanced Maternity & Paternity pay
• Pension Scheme arrangements
• Employee discount platform
• Cycle to work scheme

Person specifications – Desirable experience and skills

Experience:

• Proven ability to independently manage a Private Client Tax compliance portfolio, acting as the key point of contact for clients, ensuring timely completion of tax returns, maintaining a high standard of work, and liaising with clients to meet their needs.
• Comfortable building and maintaining strong client relationships, providing clear, practical tax advice, and managing client expectations throughout the process.
• Broad understanding of UK tax legislation, including Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts.
• Experience working collaboratively within a team, supporting junior staff, contributing to a positive team environment, and maintaining a proactive and upbeat approach to challenges.

Qualifications:

• The successful candidate will be ATT qualified. While not essential, candidates who are CTA qualified, or pursuing their CTA studies, would be highly desirable. The firm offers study support for applicants wishing to complete their CTA qualifications.

Software:

• Proficiency in CCH software for tax preparation is highly desirable. Familiarity with other tax-related software tools is an advantage.
• A strong knowledge of Microsoft Office Suite (Excel and Word).