Assistant Manager - Private Client Tax

Hays Taxation; Reading; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading national firm is seeking a Private Client Tax Assistant Manager in Reading. This role involves managing a portfolio of private clients, ensuring tax compliance, and providing advisory services. Candidates should hold ATT or CTA qualifications and be eager to develop in a collaborative environment.

Benefits

Flexible working arrangements

Ongoing learning opportunities

Competitive salaries

Supportive work culture

Qualifications

• Experience managing private client portfolios and tax obligations.
• Strong knowledge of tax compliance and client advisory services.
• Enthusiastic with a results-driven mindset.

Responsibilities

• Oversee personal tax compliance including computations, filings.
• Manage tax relationships for individuals and businesses.
• Support advisory projects and collaborate with tax specialists.

Skills

Client Service

Tax Compliance

Technical Research

Process Improvement

Education

ATT and/or CTA qualification

Tools

Microsoft Excel

CCH

IRIS software

Job description

Private Client Tax Assistant ManagerReading
Permanent, Full-Time

About the Firm

A leading national audit, tax, advisory, and consulting firm with international reach and local expertise. The firm provides high-quality services to support clients in making informed decisions that drive long-term success.
About the Role
An opportunity has arisen for a Private Client Tax Assistant Manager to join a growing tax team. The role focuses on managing a portfolio of private clients, ensuring tax compliance and providing advisory services to individuals, owner-managed businesses, and high-net-worth families.Responsibilities include overseeing tax return processes, managing client relationships, and supporting the team with technical research and compliance. The role also offers opportunities to contribute to advisory projects alongside other tax specialists.
Key Responsibilities

• Oversee personal tax compliance, including computations, filings, and payments.
• Manage tax relationships for a portfolio of individuals, trusts, and businesses.
• Liaise with HMRC and other third parties, including investment managers and banks.
• Provide clients with proactive and reactive UK tax advice, conducting technical research where required.
• Support advisory projects in collaboration with colleagues across different departments.
• Assist with compliance for employment-related securities and P11D preparation post tax return season.

Qualifications and Experience

• ATT and/or CTA qualification (or near completion preferred).
• Experience managing private client portfolios, ensuring tax filing and payment obligations are met.
• Strong knowledge of Microsoft Office, particularly Excel. Familiarity with CCH and IRIS software is beneficial.
• Enthusiasm for client service and a results-driven mindset.
• Eagerness to develop personally and professionally.

Leadership & Development

• Work collaboratively within a close-knit team, contributing to process improvements.
• Provide coaching and mentorship to junior staff, supporting their career development.
• Adapt to evolving technologies, including AI and automation in tax services.
• Maintain high standards and adhere to risk management policies.

Why Join?
The firm prioritizes a collaborative, inclusive, and supportive work culture, providing employees with ongoing learning opportunities, competitive salaries, and flexible working arrangements. A commitment to diversity ensures that all employees can thrive and progress based on merit.

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