Personal Tax Assistant Manager / Manager - Lancaster

Job Details

Personal Tax Assistant Manager / Manager
Lancaster
Circa £48,000 - £55,000 DOE

Clark Wood are working with a well-established and forward-thinking independent firm in Lancaster who are seeking an experienced Private Client Tax Assistant Manager or Manager to join their growing team.

This is a key role within a reputable practice known for delivering high-quality tax and advisory services to a varied and loyal client base. The firm prides itself on its collaborative culture, strong technical standards, and commitment to developing its people, offering a supportive environment in which you can continue to grow your career.

As a Private Client Tax Assistant Manager / Manager, you will oversee the day-to-day running of the personal tax department while managing your own portfolio of clients, ranging from high-net-worth individuals through to entrepreneurs and professionals. You will be responsible for reviewing the team’s work, ensuring accuracy and compliance, and / or providing clear guidance and mentoring to junior colleagues as they progress in their own development.

Your role will involve preparing and reviewing a broad range of personal tax returns, advising clients on matters including capital gains tax, inheritance tax, residence and domicile, and identifying opportunities for tax planning and advisory work. You will build and maintain strong client relationships, offering proactive and practical advice while ensuring all deadlines and compliance requirements are met.

The successful candidate will be ATT qualified as a minimum, with CTA or equivalent experience preferred. You will have a solid background in personal tax, strong communication skills, excellent attention to detail, and the ability to organise and prioritise effectively.

This is an excellent opportunity for an ambitious professional to join a respected, growing firm in Lancaster offering a competitive benefits package, including pension, 25 days’ holiday plus bank holidays (with the option to buy additional leave), enhanced family leave, life assurance, wellbeing support, and access to a flexible benefits platform.

For more information on this role, please contact Eleanor Snow at Clark Wood at View email address on taxation-jobs.co.uk or call View phone number on taxation-jobs.co.uk

If this specific vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague to us and receive at least £500 in vouchers if we help them secure a permanent role.

#CWES

Company

Clark Wood is one of the UK's leading Tax recruiters. Our specialist consultants have successfully assisted a broad spectrum of clients and candidates alike within the field of Taxation; Top 10, Mid-Tier Accountancy Practices, National Law Firms, PLCs, Owner Managed Businesses, through to Multinational Fiduciary Organisations and Family Offices. We work with a wide range of clients, offering our candidates, from Newly Qualified through to Director/ Partner level, a genuine range of opportunities to progress their careers. Clients & Markets Public Practice: We work with Public Practices across the UK, ranging from the Big 4, Top 20, Leading Regional Accountancy Practices and Tax Boutiques. In-House: FTSE Listed, Family Offices, Owner Managed Business and Small to Medium Enterprises. Law Firms: Our clients range from large multinational firms through to niche boutiques.

Company info

Website

Telephone

View phone number on taxation-jobs.co.uk