Private Client Assistant Manaager

Pro-Tax; Liverpool; Hybrid; GBP 40,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Wider benefits

Job summary

Pro-Tax in Liverpool is seeking a Private Client Assistant Manager with a focus on Trusts and Estates to join their growing tax team. You will manage self-assessment returns for individuals, trusts and estates, and work in a hybrid setting with wider benefits.

The role offers exposure to high-net-worth clients, CTA/STEP development support, and progression under senior leadership.

Qualifications

• 3-4 years of UK personal tax experience, ideally with exposure to trusts and estates.
• ATT or STEP qualified/part-qualified (CTA support available).
• Proactive, client-focused approach with excellent interpersonal skills.
• Organised and able to manage workload with minimal supervision.

Responsibilities

• Prepare and submit self-assessment tax returns for individuals, trusts and estates.
• Ensure compliance with Trust Registration Service; handle Inheritance Tax event reporting.
• Manage client and third-party correspondence, including HMRC.
• Build and maintain strong relationships with clients through high-quality service.
• Assist Senior Trust & Estates Manager with ad hoc advisory and compliance tasks.

Skills

Client-focused

Interpersonal skills

Organised

Education

ATT or STEP qualification (or part-qualified)

Job description

Private Client Assistant Manager (Trusts & Estates Focus)
Liverpool
£40,000 - £48,000 (hybrid working & wider benefits)

Join a highly respected and growing regional firm in their Liverpool office as a Private Client Assistant Manager, with a special focus on Trusts and Estates.

This role sits within a dynamic tax team that advises a wide range of private clients, including high-net-worth individuals, family estates, and trusts.

If you're an experienced personal tax professional with a solid grounding in trust taxation, this is an outstanding opportunity to deepen your technical knowledge while advancing your career in a supportive environment.

Your new role:

• Manage the preparation and submission of self-assessment tax returns for individuals, trusts, and estates.
• Ensure full compliance with Trust Registration Service and handle Inheritance Tax event reporting.
• Handle a range of client and third-party correspondence, including communications with HMRC.
• Build and maintain strong relationships with clients through consistent, high-quality service.
• Assist the Senior Trust & Estates Manager with ad hoc advisory and compliance tasks.

Why join this firm?

• Become part of a close-knit tax team within a well-established, growing practice.
• Work directly with senior leaders who will support your professional development.
• Exposure to a variety of private client matters with increasing complexity.
• Study support available for CTA or further STEP qualification.
• Join a values-driven firm where integrity, development, and collaboration are key.

What you'll need to succeed:

• 3-4 years of relevant experience in UK personal tax, ideally with exposure to trusts and estates.
• ATT or STEP qualified/part-qualified preferred (support available for CTA).
• A proactive and client-focused approach, with excellent interpersonal skills.
• Organised and able to manage your workload with minimal supervision.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.