Private Client Tax Assistant Manager

Michael Page; Godalming; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Flexible working

Career development

Supportive culture

Job summary

Michael Page in Godalming is seeking a Private Client Tax Assistant Manager to lead a portfolio of high‑net-worth clients, delivering compliant returns and proactive tax advisory.

You will review work of junior staff, mentor the team, and stay ahead of HMRC changes, with a flexible working pattern and clear career progression within the tax department.

Qualifications

• Strong technical knowledge of private client tax matters, including compliance and advisory services.
• Excellent communication skills to build and maintain client relationships.
• Proactive approach to problem-solving and delivering tailored client solutions.

Responsibilities

• Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.
• Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.
• Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.
• Collaborate with other departments to deliver integrated client solutions.
• Support clients with HMRC enquiries and investigations.
• Identify opportunities to enhance client service and offer value-added tax advice.
• Mentor and develop junior team members to strengthen the department's capabilities.
• Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

Skills

Private client tax

Communication skills

Problem solving

Education

ATT/CTA/ACA or equivalent

Job description

This is an exciting opportunity for a Private Client Tax Assistant Manager to play a pivotal role in providing exceptional tax advisory and compliance services. Based in Godalming, you will work within the tax department of a professional services firm, supporting a diverse portfolio of clients.

Client Details

This professional services firm operates within the tax industry and has a strong regional presence. As a medium-sized organisation, it is well-regarded for its expertise and commitment to delivering tailored solutions for its clients.

Description

• Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.
• Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.
• Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.
• Collaborate with other departments to deliver integrated client solutions.
• Support clients with HMRC enquiries and investigations.
• Identify opportunities to enhance client service and offer value-added tax advice.
• Mentor and develop junior team members to strengthen the department's capabilities.
• Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

Profile

A successful Private Client Tax Assistant Manager should have:

• A recognised tax qualification, such as ATT, CTA, ACA or equivalent.
• Experience working within a professional services environment in the tax industry.
• Strong technical knowledge of private client tax matters, including compliance and advisory services.
• Excellent communication skills to build and maintain client relationships.
• A proactive approach to problem-solving and delivering tailored client solutions.

Job Offer

• A competitive salary ranging from £45,000 to £55,000 per annum.
• Generous holiday allowance with opportunities for additional leave.
• A supportive and collaborative company culture in Godalming.
• Opportunities for career development within the tax department.
• Flexible working arrangements to support work-life balance.