Private Client Tax Advisor – Assistant Manager (Hybrid)

Clark Wood - Tax Recruitment; Bristol; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A highly regarded professional services firm in the UK is seeking a Personal Tax Assistant Manager to join its private client tax team. The role involves managing a portfolio of high-net-worth clients, reviewing tax returns, and providing tailored tax advice. Candidates should have experience in private client tax and ideally be ATT or CTA qualified. The position offers competitive compensation, hybrid working options, and significant professional development opportunities.

Benefits

Competitive salary and benefits package

Hybrid and flexible working options

Strong technical training and career development support

Qualifications

• Strong experience in personal/private client tax within a professional services environment.
• Experience dealing with HNW individuals, trusts and complex personal tax matters.
• Confident reviewer with excellent attention to detail.

Responsibilities

• Managing a portfolio of personal tax clients, including HNW individuals and families.
• Reviewing personal tax returns and complex tax computations.
• Providing clear and practical tax advice to clients.

Skills

Experience in personal/private client tax

Strong written and verbal communication skills

Attention to detail

Proactive and organised

Education

ATT and/or CTA qualified or studying towards CTA

Job description

A highly regarded professional services firm in the UK is seeking a Personal Tax Assistant Manager to join its private client tax team. The role involves managing a portfolio of high-net-worth clients, reviewing tax returns, and providing tailored tax advice. Candidates should have experience in private client tax and ideally be ATT or CTA qualified. The position offers competitive compensation, hybrid working options, and significant professional development opportunities.