Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager

Join as a Private Client Tax Assistant Manager and progress to Manager with a highly profitable London firm.

The firm has been operating for decades and has built a long-standing private client base, working closely with entrepreneurial individuals, families and business owners. Much of the client work is relationship-led, often spanning generations, which shapes the nature of the role.

From a technical perspective

The position offers a broad mix of compliance and advisory. You would be responsible for managing your own portfolio of private clients, overseeing personal tax compliance across individuals, partnerships and trusts, while also acting as a key point of contact for client queries and ongoing planning matters.

The advisory element comes through in areas such as CGT, IHT and trusts, as well as exposure to internationally mobile and non-UK domiciled individuals. You would also be liaising directly with HMRC and working closely with colleagues across accounts, audit and business tax, so there is a good level of variety in the work.

The team itself is partner led, which means you are closer to both clients and decision making. There is an expectation to take ownership of client relationships, alongside supporting and developing more junior members of the team.

They are looking for someone with a strong personal tax grounding, ideally CTA qualified (or close to), with experience across private client compliance and an interest in developing further advisory exposure, particularly around trusts and inheritance tax.

It's a well rounded role in a stable, established environment, with a good balance between technical work, client interaction and responsibility.

Please feel free to contact us or apply for this role if you would like to learn more.