Private Client Tax Assistant Manager

Insite Group; City Of London; On-site; GBP 50,000 - 60,000; Full time

Job summary

An award-winning UK accountancy firm seeks a Private Client Tax Assistant Manager to bring their expertise to a dynamic and nurturing environment. The role involves delivering exceptional service to clients, managing portfolios, and participating in technical assignments. Ideal candidates will have a CTA or ACA qualification and demonstrate strong expertise in tax matters with excellent interpersonal skills.

Benefits

25 days annual leave + bank holidays

Private Medical Insurance

Life Assurance (4x salary)

Flexible working hours policy

Pension scheme

Career coaching support

Qualifications

• Essential qualifications include being CTA or ACA qualified.
• Strong technical expertise in tax matters is required.
• Excellent communication and interpersonal skills are a must.

Responsibilities

• Deliver exceptional, client-focused service to private clients.
• Manage client portfolios including billing and work progress monitoring.
• Review and prepare complex personal tax returns.

Skills

Strong technical expertise in tax matters

Excellent communication and interpersonal skills

Education

CTA or ACA qualified

Job description

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This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Private Client Tax Assistant Manager Opportunity at an Award-Winning UK Accountancy Firm!

Join the UK's 9th Largest Accountancy Firm & Shape Your Future

An opportunity to support a leading tax, accountancy and business advisory firm who are seeking a dynamic Private Client Tax Assistant Manager to join their exceptional team. Join a family of 6,500+ employees across UK, Nordics & US, combining boutique partner-led service with the resources of a major firm. Their winning formula: Collaboration, Authenticity, Respect & Dynamic approach.

Job Title: Private Client Tax Assistant Manager

Location: London Office, WC2B

Salary: Up to £60,000!

The Opportunity -

Key Responsibilities:

• Deliver exceptional, client-focused service to private clients
• Collaborate with directors and managers on complex technical assignments
• Manage client portfolios including billing and work progress monitoring
• Liaise directly with HMRC and handle client enquiries
• Provide proactive advisory services to clients
• Act as main point of contact for new clients alongside partners/directors
• Review and prepare complex personal tax returns

The Individual -

Essential Qualifications:

• CTA or ACA qualified (non-negotiable)
• Strong technical expertise in tax matters
• Excellent communication and interpersonal skills

What They Can Offer -

Time & Flexibility:

• 25 days annual leave + bank holidays
• Flexible working hours policy
• Work-life balance that respects your personal needs

Protection & Security:

• Private Medical Insurance
• Life Assurance (4x salary)
• Permanent Health Insurance
• Pension scheme for your future

Growth & Development:

• Clearly defined career pathways
• Extensive learning & development opportunities
• Career coaching support
• Colleague-led collaborative working groups

Culture & Community:

• Social events and team activities
• Employee Benefits Portal (cashback & vouchers)
• Employee Referral Bonus
• Supportive, nurturing working environment

Ready to Take the Next Step?

Join a forward-thinking, progressive office with a supportive and friendly atmosphere. This role offers exceptional on-the-job training and genuine career advancement opportunities within our dynamic business.

Invest in relationships, understand clients' needs, and deliver the best advice possible.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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