Private Client Tax Assistant Manager

Michael Page
£40000 - £52000 per annum
14 May 2024
11 Jun 2024
JN -022024-6342326
Adam Douglass
Job role
Contract type
Full time
Experience level
Newly qualified

As a Private Client Tax Assistant Manager you will work closely with the Senior Managers, Directors and Partners, providing assistance for both compliance and advisory client work.

Client Details

Our client are a renowned firm of chartered accountants situated in Worcestershire, recipients of multiple industry awards in recognition of their outstanding services and entrepreneurship. Embracing modern methodologies in accountancy while upholding a dedication to superior client support, they offer a diverse array of services spanning various industries. They aren't your typical practice!

Owing to their expanding operations, they seek a Private Client Tax Assistant Manager to join an established and high-performing Private Client Tax division.


  • Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised.
  • Undertake the preparation of intricate personal tax returns and associated claims.
  • Evaluate straightforward tax returns to guarantee precision and adherence to regulations.
  • Support senior team members in overseeing client portfolios as required.
  • Offer advice and assistance to junior team members.
  • Participate in client meetings to discuss their tax positions and provide updates.
  • Handle correspondence with HMRC on behalf of clients.
  • Supervise a portfolio and nurture relationships.
  • Provide counsel on routine tax inquiries and contribute to tax planning efforts.
  • Extend support to colleagues in alternate departments when necessary.
  • Ensure timely completion of tasks and efficient handling of billing.


  • ATT/CTA accreditation, or an equivalent professional credential (or QBE will be considered).
  • Considerable involvement in personal and private client tax within a specialised or diversified capacity.
  • Effective communication abilities - oral and written track record of operating in a client-centric capacity.
  • Outstanding focus on precision.
  • Capable of managing personal workload and adhering to deadlines.
  • Dedication to delivering exceptional customer service.
  • Capacity for innovation and idea sharing.
  • Consistent demonstration of technical accuracy in work executed.

Job Offer

  • Salary in-line with market rate, ranging from £40,000 to £52,000 per annum.
  • Transparent and realistic opportunities for professional development and career progression.
  • Friendly and supportive work environment.
  • 25 days holiday.
  • Hybrid and flexible working.
  • Various other benefits to be discussed at interview.

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