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Private Client Tax Assistant Manager

A top 20 Practice with excellent working culture is looking for a Private Client Tax Assistant Manager to join their exciting and growing team.

They are looking for someone to actively manage the delivery of their private client offering. This will include dealing with the routine tax compliance and ad-hoc advisory work on your own client portfolio as well as overseeing and reviewing the work for junior members of the team.


  • Managing a Private Client portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
  • Responsible for managing other members of the team and mentoring junior team members including reviewing their work.
  • Dealing with larger partnerships and high net worth individuals.
  • Dealing with a wide range of capital gains tax issues.
  • Delivering technical advisory work on the portfolio.
  • Dealing with one off advisory and compliance assignments.
  • Assisting at client meetings.


  • ATT & CTA Qualified.
  • Experience in Self Assessment and preparation of tax computations.
  • Experience of report writing and ad hoc advisory work.
  • Reporting on tax and other implications of incorporation of partnerships either as limited companies or limited liability partnerships.
  • Advising with regards to EIS and SEIS.
  • Knowledge of international tax principles such as mechanics of double tax relief and operation of tax treaties.
  • Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
  • Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.

Please do not hesitate to apply or contact me directly on if this role will be any of interest.

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