Private Client Services Assistant Manager

UHY Hacker Young Group; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a driven Private Client Tax Assistant Manager to join their dynamic team in London. This role offers the chance to manage a diverse portfolio of high-net-worth clients while collaborating closely with senior members on complex tax advisory projects. The firm emphasizes a culture of work-life balance and professional development, providing clear career progression paths and a supportive environment. With a hybrid working policy and a comprehensive benefits package, including study support and private medical insurance, this position is ideal for ambitious professionals looking to advance their careers in a thriving firm.

Benefits

Study Package

31 days holiday

Private medical insurance

Subsidised gym membership

Life assurance

Season ticket loan

Enhanced maternity & paternity pay

Pension Scheme

Employee discount platform

Cycle to work scheme

Qualifications

• Proven ability to manage a Private Client Tax compliance portfolio independently.
• Broad understanding of UK tax legislation, including Income Tax and Capital Gains Tax.

Responsibilities

• Manage a portfolio of approximately 180 private clients, including HNWIs and partnerships.
• Supervise and mentor junior team members, ensuring high-quality delivery of tax returns.

Skills

Client Relationship Management

Tax Compliance Management

Tax Planning

Team Collaboration

Communication Skills

Education

ATT Qualification

CTA Qualification (desirable)

Tools

CCH Software

Microsoft Office Suite

Job description

Location

London

Department

Private Client Services

Contract type

Permanent

Are you a self-motivated, hardworking, ambitious person looking for your next challenge? If you are, and you’re looking to join a national operation with international reach, then we have a great role for you, based at our London office near Tower Bridge.

Our firm

UHY Hacker Young is a Top 30 firm of Chartered Accountants based near Tower Hill in the City. We are ambitious professionals, united in our mission to be exceptional accountants and business advisers, delivering seamlessly integrated client service.

Through our UHY network, we harness global intelligence and combine this with local presence and knowledge to share technical and commercial insight.
We are a people-first business, and we recognise that you, and the rest of our team, are essential to deliver on our purpose of helping you prosper, whether you are a client, a member of our team, or part of our wider community.

We want you to be challenged, to learn and grow while you’re with us, to have fun in the workplace, work with like-minded individuals, and deliver great services.

Are you looking to join a team that:

• believes in and delivers a culture of work-life balance, with a focus on wellbeing?
• provides a clear career framework and routes to progress?
• understands the importance of rewarding and retaining high calibre teams?
• delivered 20% growth in the last 12 months?

If so we would love to hear from you.

Role overview

We are looking for an ambitious and driven Private Client Tax Assistant Manager to join our growing Private Client Tax team. This role offers the exciting opportunity to manage a well-established compliance portfolio while working closely with senior team members and partners on complex tax advisory projects.

For the right candidate, this role offers direct client and external contact, as well as fast-track promotion opportunities based on merit.

Key Tasks and Responsibilities:

• Managing a portfolio of approximately 180 private clients, including high-net-worth individuals (HNWIs), non-domiciled individuals, LLPs, business owners, and partnerships.
• Supervising, mentoring, and reviewing the work of junior team members, ensuring the high-quality delivery of self-assessment tax returns and providing constructive feedback to support their development.
• Handling tax queries and acting as the primary point of contact for clients.
• Identifying tax planning opportunities and assisting in the delivery of advisory projects, including residency and domicile issues, capital gains tax planning, inheritance tax planning, and trust structuring.
• Managing complex HMRC investigations in regard to personal tax matters, businesses, and tax avoidance schemes, including drafting disclosures to HMRC under the WDF (Worldwide Disclosure Facility).
• Keeping up to date with changes in tax legislation and contributing to internal technical discussions.

Working arrangements

The working week: 35 hours per week (Monday-Friday) to be worked from 09:30-17:30 with occasional flexibility to meet specific work demands.

Hybrid working policy with flexibility to meet specific work demands.

Location: Your principle work base is our London Office.

At UHY it’s all about you – our benefits

• Study Package, including TOIL (Time off in Lieu) (TOIL up to AM, Study support only if agreed)
• 31 days holiday (including bank holidays & Compulsory Christmas shutdown counted as part of holiday entitlement)
• The ability to ‘purchase’ extra days leave in salary sacrifice
• Private medical insurance at discounted rates
• Private medical insurance (Assistant manager and above)
• Subsidised corporate gym membership at Fitness First
• Life assurance (4x salary)
• Season ticket loan (for travel)
• Enhanced Maternity & Paternity pay
• Pension Scheme arrangements
• Employee discount platform – UHY Plus
• Cycle to work scheme

Person specifications – Desirable experience and skills

Experience:

• Proven ability to independently manage a Private Client Tax compliance portfolio, acting as the key point of contact for clients, ensuring timely completion of tax returns, maintaining a high standard of work, and liaising with clients to meet their needs.
• Comfortable building and maintaining strong client relationships, providing clear, practical tax advice, and managing client expectations throughout the process.
• Broad understanding of UK tax legislation, including Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts.
• Experience working collaboratively within a team, supporting junior staff, contributing to a positive team environment, and maintaining a proactive and upbeat approach to challenges.

Qualifications:

• The successful candidate will be ATT qualified. While not essential, candidates who are CTA qualified, or pursuing their CTA studies, would be highly desirable. The firm offers study support for applicants wishing to complete their CTA qualifications.

Software:

• Proficiency in CCH software for tax preparation is highly desirable. Familiarity with other tax-related software tools is an advantage.
• A strong knowledge of Microsoft Office Suite (Excel and Word).