Personal Tax Assistant Manager

Insite Group; West Midlands; On-site; GBP 42,000 - 54,000; Full time

Job summary

Insite Group in Birmingham is seeking a Private Client Tax Assistant Manager to manage a UK and international private client portfolio, delivering accurate UK tax compliance and high-quality advice. You will work with Directors, support junior staff, and liaise with overseas offices on cross-border matters.

The role offers exposure to residency and domicile planning, double tax treaties, and internationally mobile clients within a boutique practice environment.

Qualifications

• Solid experience in UK personal tax compliance.
• CTA qualified or nearing completion.
• Experience or interest in international private client tax matters, including residency, domicile, and double tax treaties.
• Exposure to internationally mobile or US-connected clients would be advantageous.

Responsibilities

• Manage a portfolio of UK and international private clients, overseeing UK tax compliance and delivering high-quality service.
• Prepare and review UK personal tax returns, identify issues and ensure accuracy.
• Support Managers and Directors on complex compliance and advisory assignments, including international tax planning.
• Supervise and develop junior team members and manage deadlines/workflow.
• Take an active role in portfolio management and day-to-day client relationships.
• Assist with advisory projects on residency, domicile, and cross-border tax issues.
• Liaise with international offices to coordinate advice across jurisdictions.
• Conduct technical research and develop sound judgement on complex tax matters.
• Build strong client relationships within a high-profile portfolio.
• Contribute to internal training and team development.

Skills

Interpersonal skills

Communication skills

Organisational skills

Attention to detail

Education

CTA qualification

Job description

A fantastic opportunity has arisen to join a practice specialising in the Entertainment Industry, advising an exceptional portfolio of high-profile UK and international clients. This is an exciting role for an ambitious Private Client Tax professional who thrives in a fast-paced, dynamic environment and is looking to work on intellectually stimulating, international, and often complex tax matters.

You will work closely with Directors and collaborate with overseas offices, gaining exposure to a diverse client base including internationally mobile individuals, creatives, performers, entrepreneurs, and high-net-worth clients connected to the entertainment world.

Job Title: Personal Tax Assistant Manager

Location: West Midlands, Birmingham

Responsibilities:

• Managing a portfolio of UK and international private clients, overseeing their UK tax compliance obligations with support from senior team members.
• Preparing and reviewing UK personal tax returns, identifying technical issues and ensuring a high standard of accuracy and client service.
• Supporting Managers and Directors on complex compliance and advisory assignments, including international tax planning projects.
• Assisting in the supervision and development of junior team members, including reviewing straightforward work and helping manage deadlines and workflow.
• Taking an increasingly active role in portfolio management and day-to-day client relationship handling.
• Assisting with advisory projects involving residency, domicile, double tax treaties, internationally mobile clients, and cross-border tax issues.
• Liaising with international offices and coordinating advice across multiple jurisdictions where required.
• Conducting technical research and developing sound judgement on complex tax matters.
• Building strong client relationships and becoming increasingly client-facing within a high-profile portfolio.
• Contributing to internal training and supporting the continued growth and development of the team.

About You:

• Solid experience in UK personal tax compliance, with exposure to reviewing work and supporting junior staff.
• CTA qualified or nearing completion (preferred but not essential).
• Experience or interest in international private client tax matters, including residency, domicile, and double tax treaties.
• Exposure to internationally mobile or US-connected clients would be advantageous.
• Strong interpersonal and communication skills, with the confidence to build relationships with high-profile clients and intermediaries.
• Excellent organisational skills and the ability to manage competing deadlines in a fast-paced environment.
• High attention to detail and a proactive, solutions-focused mindset.
• Ambition to progress your career within a growing boutique advisory firm.