Private Client Tax Assistant Manager

Crowe Watson Recruitment; Chichester; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Company pension

Career progression

Quality of life in Chichester

Job summary

Crowe Watson Recruitment is supporting a well-established Chartered Accountants firm in Chichester to recruit an Assistant Manager into their Private Client Tax team. You will manage a diverse portfolio of private clients, including HNWIs, trusts and partnerships, while building strong client relationships with Partners and Directors.

The role offers flexible working, a strong pension and a clear path to Senior leadership, with mentoring responsibilities for junior staff and opportunities to

Qualifications

• ATT/CTA qualified (or qualified by experience) with strong private client tax knowledge.
• Experience in UK Practice environment.
• Proven portfolio management and ability to review others' work.
• Excellent communication and client relationship skills.
• Strong knowledge of current UK tax legislation.

Responsibilities

• Manage a diverse portfolio of private client tax matters, including HNWIs, trusts, and partnerships.
• Review tax returns and computations prepared by junior team members.
• Provide tax planning advice on inheritance tax, capital gains tax, and income tax matters.
• Mentor junior staff and support technical development.
• Liaise with clients and HMRC on complex tax queries.

Skills

Private client tax

Portfolio management

Client relationships

Education

ATT/CTA or equivalent

Job description

Crowe Watson Recruitment is proud to be supporting a well-established and highly regarded firm of Chartered Accountants in Chichester as they look to strengthen their Private Client Tax team with the appointment of an Assistant Manager, offering flexible working, a strong company pension, and much more. The successful candidate will play a key role in managing a varied portfolio of private clients, including high net worth individuals, trusts, partnerships, and business owners. You will work closely with Partners and Directors, taking on increasing responsibility for client relationships while mentoring and supporting more junior members of the team.

Chichester offers an excellent quality of life, combining a historic city centre with easy access to the South Downs and the South Coast, making this a brilliant opportunity both professionally and personally. This is an excellent platform for someone looking to build towards a future Manager or senior leadership position within a firm that values technical excellence and personal development in equal measure.

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

• Manage a diverse portfolio of private client tax matters, including HNWIs, trusts, and partnerships
• Review tax returns and computations prepared by junior team members
• Provide tax planning advice on inheritance tax, capital gains tax, and income tax matters
• Support and mentor junior staff, assisting with their technical development
• Liaise directly with clients and HMRC on complex tax queries

Required Skills and Qualifications:

• ATT/CTA qualified (or qualified by experience) with strong private client tax knowledge
• Previous experience working within a UK Practice environment
• Proven experience managing a portfolio and reviewing the work of others
• Excellent communication skills, with the ability to build strong client relationships
• Strong technical knowledge of current UK tax legislation

Benefits:

• Flexible working arrangements
• Strong company pension
• Genuine platform to build towards Manager or senior leadership
• Excellent quality of life in Chichester