Private Client Tax Assistant Manager

Pertemps; City Of London; On-site; GBP 60,000 - 75,000; Full time

Job summary

A respected accountancy firm in central London is seeking a Private Client Tax Assistant Manager. In this role, you will manage a diverse portfolio of high-net-worth clients, ensuring compliance and providing expert tax advisory services. The ideal candidate will be CTA/ACA/ACCA qualified with strong technical knowledge of UK taxation. The position offers a competitive salary and opportunities for career progression in a prestigious firm.

Benefits

Competitive salary and benefits package

Career progression opportunities

Exposure to high-profile clients

Qualifications

• Must be CTA/ACA/ACCA qualified or equivalent.
• Strong technical knowledge of UK private client taxation required.
• Experience managing high-net-worth client portfolios is essential.

Responsibilities

• Manage a portfolio of private clients including individuals and trusts.
• Prepare and review personal tax returns and computations.
• Provide advisory services on tax planning and wealth management.

Skills

Strong technical knowledge of UK private client taxation

Excellent communication and relationship-building skills

Experience managing a portfolio of high-net-worth clients

Mentoring or leading junior staff

Education

CTA/ACA/ACCA qualified (or equivalent)

Job description

“Service to others is the rent you pay for your room here on earth.” - Muhammad Ali.

Sheridan Maine is pleased to partner with a highly respected chartered accountancy practice in central London to recruit a Private Client Tax Assistant Manager. Candidates at Manager level are also encouraged to apply. This is an excellent opportunity for an ambitious tax professional to join a firm known for delivering exceptional service to high-net-worth individuals, trustees, and family offices.

The Role

You will manage a portfolio of private clients, ensure compliance, and provide expert advisory services. The role involves hands-on client work, mentoring junior team members, and contributing to the growth and development of the private client tax practice.

• Manage a portfolio of private clients, including individuals, trusts, and estates.
• Prepare and review personal tax returns, trust and estate tax computations.
• Provide advisory services on tax planning, structuring, and wealth management.
• Liaise with HMRC and clients to resolve complex tax queries.
• Mentor and support junior members of the private client team.
• Contribute to business development initiatives and client relationship management.

To be considered for the role of Private Client Tax Assistant Manager/ Manager you will be/have:

• CTA/ACA/ACCA qualified (or equivalent).
• Strong technical knowledge of UK private client taxation.
• Experience managing a portfolio of high-net-worth clients.
• Excellent communication and relationship-building skills.
• Experience mentoring or leading junior staff is desirable.

What is on Offer:

• Competitive salary and benefits package.
• Career progression opportunities within a prestigious firm.
• Exposure to a diverse and high-profile client base in central London.

If you are an ambitious private client tax professional looking to take the next step in your career, we’d love to hear from you. Please click on “apply” as soon as possible.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.