Personal Tax Assistant Manager / Manager - Lancaster

Clark Wood - Tax Recruitment; Lancaster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established independent firm in Lancaster is seeking an experienced Personal Tax Assistant Manager or Manager to join their growing team. You will manage the personal tax department, oversee client portfolios, ensure compliance, and provide guidance to junior staff. The ideal candidate will be ATT qualified, possess expertise in personal tax, and demonstrate strong communication skills. The firm offers a competitive benefits package and a collaborative culture for professional growth.

Benefits

Pension

25 days’ holiday plus bank holidays

Enhanced family leave

Life assurance

Wellbeing support

Flexible benefits platform

Qualifications

• Minimum ATT qualified with CTA preferred.
• Solid background in personal tax.
• Ability to organise and prioritise effectively.

Responsibilities

• Oversee the day-to-day running of the personal tax department.
• Review the team’s work for accuracy and compliance.
• Prepare and review a broad range of personal tax returns.
• Advise clients on capital gains tax, inheritance tax, and further tax matters.
• Build and maintain strong client relationships.

Skills

Attention to detail

Strong communication skills

Client relationship management

Tax planning

Compliance management

Education

ATT qualification

CTA or equivalent experience

Job description

Personal Tax Assistant Manager / Manager - Lancaster

Clark Wood are working with a well-established and forward-thinking independent firm in Lancaster who are seeking an experienced Private Client Tax Assistant Manager or Manager to join their growing team.

This is a key role within a reputable practice known for delivering high-quality tax and advisory services to a varied and loyal client base. The firm prides itself on its collaborative culture, strong technical standards, and commitment to developing its people, offering a supportive environment in which you can continue to grow your career.

As a Private Client Tax AM / Manager, you will oversee the day-to-day running of the personal tax department while managing your own portfolio of clients, ranging from high-net-worth individuals through to entrepreneurs and professionals. You will be responsible for reviewing the team’s work, ensuring accuracy and compliance, and / or providing clear guidance and mentoring to junior colleagues as they progress in their own development.

Your role will involve preparing and reviewing a broad range of personal tax returns, advising clients on matters including capital gains tax, inheritance tax, residence and domicile, and identifying opportunities for tax planning and advisory work. You will build and maintain strong client relationships, offering proactive and practical advice while ensuring all deadlines and compliance requirements are met.

The successful candidate will be ATT qualified as a minimum, with CTA or equivalent experience preferred. You will have a solid background in personal tax, strong communication skills, excellent attention to detail, and the ability to organise and prioritise effectively.

This is an excellent opportunity for an ambitious professional to join a respected, growing firm offering a competitive benefits package, including:

• pension
• 25 days’ holiday plus bank holidays (with the option to buy additional leave)
• enhanced family leave
• life assurance
• wellbeing support
• access to a flexible benefits platform

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email [e-mail]

We also offer a £500 referral bonus for any successful introductions.

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