Personal Tax Assistant Manager / Manager - Lancaster

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

Job summary

A reputable independent tax advisory firm in Lancaster is seeking an experienced Private Client Tax Assistant Manager or Manager to lead its personal tax department. The role includes managing a diverse portfolio of high-net-worth clients, preparing comprehensive tax returns, and providing expert advisory services. Ideal candidates will be ATT qualified with strong personal tax expertise and excellent communication skills, capable of mentoring junior staff while ensuring compliance and accuracy. A competitive benefits package is offered, including flexible working arrangements.

Benefits

Pension

25 days' holiday plus bank holidays

Flexible benefits platform

Wellbeing support

Enhanced family leave

Life assurance

£500 referral bonus

Qualifications

• Minimum ATT qualification required, CTA preferred.
• Solid background in personal tax management.
• Experience managing portfolios of high-net-worth individuals.

Responsibilities

• Oversee day-to-day running of the personal tax department.
• Prepare and review personal tax returns for clients.
• Advise clients on capital gains tax, inheritance tax, residency, and domicile.

Skills

Personal Tax Expertise

Strong Communication Skills

Attention to Detail

Organizational Skills

Education

ATT qualified

CTA or equivalent experience

Job description

Personal Tax Assistant Manager / Manager - Lancaster

• Location: Lancaster
• Sector: Tax Advisory , Tax Compliance , Advisory , Personal Tax , Private Client Tax
• Contract Type: Permanent
• Salary: Competitive
• Contact: Eleanor Snow
• Contact email: [e-mail]
• Contact phone: [phone]

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 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, and 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.