Private Client Assistant Manaager

Job Details

Private Client Assistant Manager (Trusts & Estates Focus)
Liverpool
£40,000 - £48,000 (hybrid working & wider benefits)

Join a highly respected and growing regional firm in their Liverpool office as a Private Client Assistant Manager, with a special focus on Trusts and Estates.

This role sits within a dynamic tax team that advises a wide range of private clients, including high-net-worth individuals, family estates, and trusts.

If you're an experienced personal tax professional with a solid grounding in trust taxation, this is an outstanding opportunity to deepen your technical knowledge while advancing your career in a supportive environment.

Your new role:

• Manage the preparation and submission of self-assessment tax returns for individuals, trusts, and estates.
• Ensure full compliance with Trust Registration Service and handle Inheritance Tax event reporting.
• Handle a range of client and third-party correspondence, including communications with HMRC.
• Build and maintain strong relationships with clients through consistent, high-quality service.
• Assist the Senior Trust & Estates Manager with ad hoc advisory and compliance tasks.

Why join this firm?

• Become part of a close-knit tax team within a well-established, growing practice.
• Work directly with senior leaders who will support your professional development.
• Exposure to a variety of private client matters with increasing complexity.
• Study support available for CTA or further STEP qualification.
• Join a values-driven firm where integrity, development, and collaboration are key.

What you'll need to succeed:

• 3-4 years of relevant experience in UK personal tax, ideally with exposure to trusts and estates.
• ATT or STEP qualified/part-qualified preferred (support available for CTA).
• A proactive and client-focused approach, with excellent interpersonal skills.
• Organised and able to manage your workload with minimal supervision.

Interested in applying or finding out more?
Reach out to Victoria Walker on View phone number on taxation-jobs.co.uk or email View email address on taxation-jobs.co.uk for a confidential discussion.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters  here.

Company info

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Telephone

View phone number on taxation-jobs.co.uk