Private Client Tax Assistant Manager

Crowe Watson Recruitment; Liverpool City Region; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Flexible working arrangements

Strong company pension

Progression to Manager level

Job summary

Crowe Watson Recruitment is partnered with a leading firm of Chartered Accountants in Liverpool to recruit a Private Client Tax Assistant Manager. You will manage a varied portfolio of private clients, including high net worth individuals, trusts and partnerships, and provide compliance and advisory support.

You will work closely with Partners and senior management, mentoring junior staff and developing the team, with a clear path to Manager level in a supportive environment.

Qualifications

• CTA and/or ACA/ACCA qualified, or qualified by experience.
• Experience in a UK Practice environment.
• Strong technical knowledge of personal and private client taxation.
• Excellent communication and client relationship management skills.
• Ambition to progress towards Manager level.

Responsibilities

• Manage a portfolio of private clients, including high net worth individuals, trusts and partnerships.
• Prepare and review complex personal tax returns and computations.
• Provide tax planning and advisory support alongside compliance work.
• Liaise directly with clients, HMRC, and other professional advisers.
• Support and mentor junior members of the tax team.

Skills

Private client tax knowledge

Client relationship management

UK tax compliance

Communication skills

Ambition to progress to Manager level

Education

CTA and/or ACA/ACCA qualified

Job description

Crowe Watson Recruitment is proud to be partnering with a leading firm of Chartered Accountants in Liverpool as they look to appoint a Private Client Tax Assistant Manager to join their growing tax team, offering flexible working, a strong company pension, and much more. The successful candidate will manage a varied portfolio of private clients, including high net worth individuals, trusts, and partnerships, providing both compliance and advisory support. You will work closely with Partners and senior management to deliver a high quality service, while also playing a key role in mentoring and developing more junior members of the team.

This firm is known for investing genuinely in the long term development of its people. This role would suit someone with strong technical tax knowledge who is looking to progress towards Manager level within a firm that genuinely rewards ambition.

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

• Manage a portfolio of private clients, including high net worth individuals, trusts and partnerships
• Prepare and review complex personal tax returns and computations
• Provide tax planning and advisory support alongside compliance work
• Liaise directly with clients, HMRC, and other professional advisers
• Support and mentor junior members of the tax team

Required Skills and Qualifications:

• CTA and/or ACA/ACCA qualified, or qualified by experience
• Previous experience working within a UK Practice environment
• Strong technical knowledge of personal and private client taxation
• Excellent communication and client relationship management skills
• Ambition to progress towards Manager level

Benefits:

• Flexible working arrangements
• Strong company pension
• Genuine ambition rewarded with progression to Manager level
• Well respected, forward thinking practice

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Unfortunately, we are unable to offer sponsorship for this role.