Private Client Assistant Manaager

PRO-TAX RECRUITMENT LIMITED; Liverpool; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A well-respected regional firm in Liverpool is offering an exciting opportunity for a Private Client Assistant Manager specializing in Trusts and Estates. In this dynamic role, you will manage tax returns, ensure compliance, and advise high-net-worth clients while receiving support for your professional growth through CTA or STEP qualifications.

Benefits

Study support for CTA or further STEP qualification

Close-knit tax team

Professional development support

Qualifications

• 3-4 years of relevant UK personal tax experience, ideally with trusts and estates exposure.
• Proactive and excellent interpersonal skills.
• Ability to manage workload with minimal supervision.

Responsibilities

• Manage preparation and submission of self-assessment tax returns for individuals, trusts, and estates.
• Ensure compliance with Trust Registration Service and handle Inheritance Tax reporting.
• Build strong client relationships through high-quality service.

Skills

Interpersonal skills

Client-focused approach

Organizational skills

Education

ATT or STEP qualified/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.

Interested in applying or finding out more?
Reach out to Victoria Walker on 0161 5297 109 or email [e-mail] for a confidential discussion.

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