Private Client Tax Assistant Manager

Crowe Watson Recruitment; Birmingham; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Strong company pension

Career progression

Exposure to private client work

Job summary

Crowe Watson Recruitment is partnering with a leading Birmingham firm to recruit an experienced Private Client Tax Assistant Manager. The role offers flexible working, a strong company pension, and clear pathways for career progression.

You will manage a portfolio of private client tax cases, review work by juniors, and provide advisory support on inheritance tax, capital gains tax, and trusts. Mentoring junior staff is a key part of the role.

Qualifications

• Experience with private client tax for high-net-worth individuals and trusts.
• Strong client-facing communication and relationship management.
• Ability to manage a diverse portfolio and prioritise tasks.
• Experience mentoring junior team members.
• UK practice experience is required.

Responsibilities

• Manage a portfolio of private client tax cases, including high-net-worth individuals and trusts.
• Review tax returns and computations prepared by junior staff.
• Provide advisory support on inheritance tax, capital gains tax, and trust planning.
• Build and maintain strong client relationships, acting as a key point of contact.
• Support the development and mentoring of junior team members.

Skills

Private client tax knowledge

Communication skills

Portfolio management

Mentoring junior staff

Client relationship building

Education

ATT or CTA qualified or by experience

Job description

Crowe Watson Recruitment is proud to be partnering with a leading firm of Chartered Accountants in Birmingham, who are on the lookout for an experienced Private Client Tax Assistant Manager to join their growing team, offering flexible working, a strong company pension, and much more. As the firm continues to expand, they are seeking a driven Private Client Tax Assistant Manager to take ownership of a varied client portfolio while playing a key role in mentoring and supporting junior members of the team.

This well-established and highly regarded practice has built a reputation for delivering exceptional private client tax advice to a diverse portfolio of high-net-worth individuals, trusts, and business owners. This role offers genuine scope for career progression, with a clear pathway towards more senior positions for the right candidate.

What is the day-to-day of the role:

• Manage a portfolio of private client tax cases, including high-net-worth individuals and trusts
• Review tax returns and computations prepared by junior staff
• Provide advisory support on inheritance tax, capital gains tax, and trust planning
• Build and maintain strong client relationships, acting as a key point of contact
• Support the development and mentoring of junior team members

Required Skills and Qualifications:

• ATT and/or CTA qualified, or qualified by experience
• Previous experience working within a UK Practice environment
• Strong technical knowledge of private client tax matters
• Excellent communication and client-facing skills
• Ability to manage a portfolio and prioritise effectively

Benefits:

• Flexible working arrangements
• Strong company pension
• Genuine scope for career progression
• Exposure to complex and interesting private client work

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

references to pay rates are indicative and salary is dependent on experience. Please note we are unable to offer sponsorship for this role.