NEW Leading Independent Accounting Firm - Personal Tax Assistant Manager - Hybrid -London

Clark Wood; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading independent accountancy firm in London is seeking a Personal Tax Assistant Manager to manage a portfolio of clients including high-net-worth individuals. This role offers a competitive salary and an opportunity to work in a collaborative environment, ensuring compliance and providing proactive tax advice. The ideal candidate should have significant personal tax experience and strong communication skills.

Benefits

Competitive salary package

Supportive work-life balance

Career progression opportunities

Qualifications

• Significant experience in personal tax within a professional practice environment.
• Strong technical knowledge across a broad range of private client tax areas.
• Confident communicator with the ability to build trusted client relationships.

Responsibilities

• Manage a portfolio of personal tax clients ensuring compliance requirements are met.
• Review personal tax returns and provide proactive advice.
• Support partners with bespoke consultancy projects.

Skills

Personal tax experience

Technical knowledge (CGT, IHT, trusts)

Confident communication

Organisational skills

Education

CTA qualification (or equivalent)

Tools

CCH Personal Tax

Job description

✅ NEW Leading Independent Accounting Firm - Personal Tax Assistant Manager - Hybrid -📍London

Personal Tax Assistant Manager – Leading Independent Accountancy Firm (London)

Overview
An established and forward-thinking accountancy firm is seeking an experienced Personal Tax professional to join its growing Private Client team. The successful candidate will manage a varied portfolio of clients — including high-net-worth individuals, sole traders, partnerships, and trusts — while supporting the wider team with complex advisory work and mentoring junior colleagues.

This is an excellent opportunity for a motivated tax professional seeking autonomy, client contact, and exposure to diverse and challenging personal tax work within a supportive, high-performing team.

Key Responsibilities

Manage a portfolio of personal tax clients, ensuring all compliance requirements are met accurately and on time.

Review personal tax returns for individuals, partnerships, and trusts, both for your own portfolio and those prepared by junior team members.

Act as a key point of contact for clients, communicating confidently and knowledgeably via phone, email, and in-person meetings.

Provide proactive advice on tax planning opportunities, including Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts, and shareholder planning.

Support partners with bespoke consultancy projects such as UK resident/non-domicile tax planning and succession strategies.

Identify opportunities for cross-referral and collaboration with other service lines.

Oversee billing and administrative management of your client portfolio.

About You

Significant experience in personal tax within a professional practice environment.

Strong technical knowledge across a broad range of private client tax areas (CGT, IHT, trusts, residency, and domicile).

Confident communicator with the ability to build trusted client relationships.

Organised, commercially minded, and able to work autonomously.

Experience using CCH Personal Tax is advantageous.

CTA qualification (or equivalent) preferred, though highly capable QBE professionals will be considered.

What’s on Offer

Competitive salary package commensurate with experience.

Opportunity to work directly with partners and high-profile clients.

Supportive, collaborative working environment with genuine work-life balance.

Career progression and exposure to high-quality advisory work.

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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