Private Client Assistant Manaager

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

Job summary

A leading regional firm is seeking a Private Client Assistant Manager in Liverpool specializing in Trusts and Estates. The role offers an opportunity to work within a dynamic tax team, managing tax returns for individuals, trusts, and estates. Candidates with 3-4 years of personal tax experience are encouraged to apply. Strong focus on client relationships and professional development support with study assistance available.

Benefits

Study support for CTA or further STEP qualification

Direct exposure to senior leaders

Values-driven firm with emphasis on integrity

Qualifications

• 3-4 years of relevant experience in UK personal tax, ideally with trusts and estates.
• Proactive and client-focused approach.
• Excellent interpersonal skills.

Responsibilities

• Manage the 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 and maintain strong client relationships.

Skills

Client-focused approach

Interpersonal skills

Organizational skills

Education

ATT or STEP qualified/part-qualified preferred

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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