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Assistant Tax Manager - Private Client
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Why apply for this role?
- Excellent exposure to HNW individuals, families, trusts, and offshore structures
- Varied role covering compliance, advisory, and HMRC enquiries
- Work directly with senior managers, directors, and partners
- Clear career progression and professional development opportunities
- Flexible hybrid working with two home-working days
“I’m working with a leading accountancy and advisory firm looking to recruit an ambitious Private Client Tax Assistant Manager. This is an excellent opportunity to manage a varied client portfolio, gain exposure to complex advisory projects, and continue developing within a supportive and growing private client tax team.”
About the Job
Working closely with senior managers, directors, and partners, the Private Client Tax Assistant Manager will be responsible for managing a portfolio of private clients and completing the following duties:
- Manage a portfolio of high-net-worth individuals, wealthy families, trusts, and offshore structures.
- Prepare, review, and submit personal tax returns.
- Ensure all tax returns comply with relevant tax legislation and filing requirements.
- Advise clients on a range of UK private client tax matters.
- Support international and cross-border tax advisory projects.
- Assist with inheritance tax, succession planning, and profit extraction advice.
- Gain exposure to offshore trusts and international structures.
- Support OMB restructuring projects, including mergers, demergers, acquisitions, and tax due diligence.
- Manage P11D, inheritance tax, and personal tax compliance matters.
- Liaise directly with clients and HMRC regarding personal tax queries.
- Support HMRC enquiries, investigations, and voluntary disclosures.
- Build and maintain strong relationships with clients.
- Identify tax advisory opportunities and potential additional work.
- Support business development and marketing initiatives.
- Assist senior colleagues and partners with complex private client projects.
- Supervise, coach, and support junior members of the team.
- Manage assignments effectively while contributing to revenue and profitability targets.
- Maintain up-to-date technical knowledge through ongoing professional development.
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Previous Experience
- Previous private client tax, personal tax, or mixed tax experience within an accountancy practice.
- Currently operating at Assistant Manager level or an experienced Tax Senior ready to progress.
- Experience managing or supporting a portfolio of private clients.
- Strong personal tax compliance experience.
- Exposure to P11Ds, inheritance tax, trusts, or international tax would be advantageous.
- Experience working with HNW individuals, families, or trusts would be desirable.
- Strong technical knowledge with the ability to research complex areas of tax legislation.
- Confidence communicating directly with clients and HMRC.
- Previous experience supervising or supporting junior team members would be advantageous.
- Strong organizational skills and the ability to manage competing deadlines.
- Commercial awareness and an interest in tax advisory and business development.
- CTA, ACA, ACCA, CA qualified or an equivalent professional qualification.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
For further information on this opportunity, or if you are considering the next step in your Private Client Tax career, get in touch with Ben McKinney (ben.mckinney@hireiq.co.uk) in complete confidence.
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