Private Client Tax Assistant Manager

Job Details

Private Client Tax Senior / Assistant Manager - Boutique West End Practice

£45,000-£55,000 | West End, London | Hybrid Working | Excellent Advisory Exposure

Fancy working with HNW individuals, international families and some genuinely interesting clients - while having the opportunity to progress your career?

I'm working with a well-established, independent accountancy practice in London's West End that's looking to recruit a Private Client Tax Senior or Assistant Manager into its growing team.

This is a particularly interesting opportunity for someone who wants to broaden their technical experience, take ownership of a varied client portfolio and develop their advisory skills within a supportive, close-knit practice.

The client base is far from ordinary. Alongside high-net-worth individuals and entrepreneurial families, you'll work with internationally connected clients, trusts and individuals operating across the music and entertainment industries.

The vacancy has arisen following an internal promotion, and the firm is happy to consider an ambitious Senior or Supervisor ready to step up, as well as an established Assistant Manager looking for a fresh challenge.

If you're looking for more interesting work, closer exposure to senior people and a genuine opportunity to develop, this is well worth exploring.

The Firm & Team

Established over 70 years ago, this independent multi-partner practice has built an excellent reputation advising owner-managed businesses and private clients, many of whom have been with the firm for generations.

You'll join an established Private Client Tax team of around 12, working alongside experienced Managers and having direct access to a Director and Partner.

The firm offers a really appealing balance: the technical quality and variety of work you'd associate with a much larger practice, combined with the personal relationships, accessibility and collaborative culture of an independent firm.

It's an environment where people get to know their clients, take ownership of their work and have the opportunity to build long-term careers.

The Role & Client Portfolio

You'll manage a portfolio of approximately 100 private clients, with the level of responsibility and autonomy tailored to your experience.

The client base offers exposure to a particularly varied range of personal tax matters, including:

• High-net-worth individuals: Entrepreneurs, business owners and wealthy families with increasingly complex tax affairs.

• International private clients: Cross-border tax matters, internationally connected families and non-domiciled and non-long-term resident clients.

• Trusts & wealth structures: UK and offshore trusts, international wealth structures and related tax compliance and advisory.

• Inheritance Tax & succession planning: Supporting clients with estate planning and wider wealth preservation matters.

• Music & entertainment: Artists and individuals with royalty, intellectual property and other specialist income streams.

Your responsibilities will include:

• Managing a portfolio of private clients and developing strong client relationships.

• Preparing and reviewing personal, partnership and trust tax returns.

• Handling complex personal tax queries and liaising with HMRC.

• Supporting advisory work across IHT, trusts, international tax and succession planning.

• Identifying opportunities to provide additional advice and value to clients.

• Reviewing work and supporting the development of more junior team members.

• Working closely with Managers, the Director and Partner on more complex client matters.

There's plenty of scope to develop your advisory experience and technical expertise, with support from experienced colleagues who can help you take the next step.

About You

We're interested in speaking with Private Client Tax Seniors, Supervisors and Assistant Managers who have a good grounding in UK personal tax and want to continue developing their careers.

Ideally, you'll have:

• Experience in Private Client Tax within an accountancy practice.

• A good understanding of UK personal tax compliance.

• CTA qualification or currently studying towards it.

• Experience managing client relationships and handling a varied workload.

• An interest in developing your advisory and technical expertise.

• Strong communication skills and a collaborative approach.

Exposure to trusts, international private clients, IHT or non-dom matters would be particularly useful, but you certainly don't need experience across every area.

Experience with CCH would also be helpful, although it's not essential.

Most importantly, we're looking for someone who enjoys working with clients, is keen to learn and wants to take on greater responsibility.

Why Consider This Opportunity?

A genuinely interesting client base

Move beyond straightforward personal tax compliance and work with HNW individuals, international families, entrepreneurs, trusts and clients across music and entertainment.

A real opportunity to progress

The vacancy has arisen following an internal promotion, and the firm is keen to continue developing its people. There's scope to grow your responsibilities as your experience develops.

Broaden your technical experience

Gain exposure to trusts, IHT, international wealth structures, cross-border matters and specialist private client advisory.

Direct access to senior people

Work closely with experienced Managers, a Director and Partner, with the opportunity to learn from people who know their clients and their work.

The best of boutique practice

Enjoy the variety and technical complexity of a larger firm, without the layers of management or corporate feel. Join a close-knit team where your contribution is visible.

A sensible approach to hybrid working

Enjoy approximately 1-2 days working from home, alongside time spent collaborating with the team in the West End office.

Salary & Benefits

• £45,000-£55,000 depending on experience.

• Hybrid working, approximately 1-2 days from home.

• Study support through Kaplan, where applicable.

• Regular team socials and a supportive working environment.

• Established West End London office.

• Opportunity to develop your technical expertise and progress within the team.

Interested?

If you're a Private Client Tax Senior or Supervisor ready to take the next step, or an Assistant Manager looking for a more interesting client base and greater advisory exposure, I'd love to tell you more.

You don't need to be actively looking. If you're simply curious about what else is available, I'm always happy to have an informal, confidential conversation.

Kate Green
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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.

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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.

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