Private Client Tax - Assistant Manager

Pro-Tax; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in Central London is seeking a Private Client Tax Assistant Manager to manage a diverse portfolio of high-net-worth individuals and businesses. The ideal candidate will have a minimum of five years' experience, be ATT qualified (CTA preferred), and possess strong client-facing skills. This role offers career progression and exposure to complex clients in a supportive environment.

Benefits

Competitive salary

Benefits package

Qualifications

• Minimum of five years' personal tax experience in an accountancy practice.
• Strong experience with P11Ds, PSAs, ATEDs, and year-end planning.
• Excellent client-facing, communication, and organisational skills.

Responsibilities

• Preparing personal tax returns for review and ensuring compliance with HMRC requirements.
• Acting as a key point of contact for clients, partners, and managers.
• Leading and mentoring junior team members.

Skills

Client-facing skills

Organisational skills

Proactive prioritisation

Education

ATT qualified; CTA preferred

Tools

Microsoft Office

Job description

Private Client Tax - Assistant Manager Central London | Permanent | £55,000 plus benefits

An established and respected firm of Chartered Accountants and Business Advisers is looking for a Private Client Assistant Manager to join its growing tax team. The role offers a fantastic opportunity to manage a diverse portfolio of high-net-worth individuals, owner-managed businesses, directors/shareholders, non-UK resident clients, and a selection of partnerships and trusts.

Responsibilities

• Preparing personal tax returns for review and ensuring compliance with HMRC requirements.
• Acting as a key point of contact for clients, partners, and managers.
• Overseeing P11Ds, ATEDs, PSAs, and NRL returns.
• Liaising with HMRC on enquiries, CGT returns, overpayment relief claims, and double tax treaty forms.
• Supporting tax planning and advisory projects, identifying opportunities for clients.
• Leading and mentoring junior team members.

Qualifications

• Minimum of five years' personal tax experience in an accountancy practice.
• ATT qualified; CTA preferred.
• Strong experience with P11Ds, PSAs, ATEDs, and year-end planning.
• Excellent client-facing, communication, and organisational skills.
• Proactive, able to prioritise multiple deadlines, and experienced in Microsoft Office (Digital advantageous).

This is an ideal role for a motivated tax professional seeking greater responsibility, exposure to complex clients, and career progression in a supportive, client-focused environment.

Contact John at [e-mail]

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