Private Client Taxpermanenthybrid
Private Client Tax Assistant Manager
Boutique Accountancy Practice
About This Role
A fantastic opportunity to join a well-regarded boutique accountancy practice as a Private Client Tax Assistant Manager. You will work closely with partners on a diverse portfolio of HNW and UHNW private clients, gaining exceptional exposure to complex advisory work in a supportive, partner-led environment.
Why This Role?
This practice is renowned for the quality of its client base and the genuine mentoring culture. You will receive outstanding partner-level supervision and have a clear path to manager within 12–18 months. The firm offers a genuinely flexible hybrid working arrangement.
Key Responsibilities
- Assist in advising HNW and UHNW clients on IHT, CGT, and income tax planning
- Prepare and review personal tax returns and computations
- Support on trust and estate administration matters
- Build and maintain strong client relationships
- Contribute to technical research and advisory projects
Requirements
Essential
- ✓CTA qualified or near-qualified
- ✓2+ years experience in private client tax
- ✓Strong technical grounding in personal tax, IHT, and CGT
- ✓Excellent attention to detail and communication skills
Desirable
- ○STEP qualification or interest in pursuing
- ○Experience with trust taxation
- ○Boutique or mid-tier practice background
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