Private Client Tax Assistant Manager

Morgan McKinley; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm in London seeks a Private Client Tax Assistant Manager to join their tax team. The role involves managing client portfolios, supporting junior colleagues, and liaising with high-net-worth individuals. Candidates must be ATT, CTA, or ACA qualified, with experience in trust and estates work. Benefits include flexible working, a yearly bonus, and generous holiday options.

Benefits

Flexible working

Yearly discretionary bonus

Flexible benefits allowance

Health/medical post probation

Minimum 25 days holiday + bank holidays

Qualifications

• Experience dealing with HNW/UHNW individuals.
• Experience with Partnerships, Trusts, and Estates work.

Responsibilities

• Manage day-to-day client portfolio including billing.
• Delegate work to junior colleagues.
• Review returns and support compliance cases.
• Communicate with HMRC and third parties.
• Liaise with clients on advisory matters.
• Attend new client meetings with partners.

Skills

Client portfolio management

Team delegation

Compliance support

Client communication

Advisory liaison

Client meeting attendance

Education

ATT, CTA or ACA qualified

Job description

Social network you want to login/join with:

Private Client Tax Assistant Manager, London

col-narrow-left

Client:

Morgan McKinley

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

850592a81fef

Job Views:

8

Posted:

12.08.2025

Expiry Date:

26.09.2025

col-wide

Job Description:

Private Client Tax Assistant Manager

A leading Private Client team located in Central London is recruiting for a Personal Tax Assistant Manager to join their growing Private Client tax team with either a core Private Wealth or Trust and Estates focus.

Your responsibilities as a Tax Assistant Manager will include:

1. Managing day-to-day client portfolio including billing and monitoring work in progress.
2. Delegating work accordingly to more junior colleagues.
3. Reviewing returns completed by junior colleagues and supporting them with compliance cases.
4. Responsible for communication with HMRC, third parties, and company collaboration.
5. Liaising proactively with clients on advisory matters.
6. Attending new client meetings with the appropriate partner/director contact.

You will be ATT, CTA or ACA qualified and demonstrate experience of dealing with HNW/UHNW individuals, Partnerships, and/or Trusts and Estates work.

Benefits include flexible working of 2-3 days in the office, depending on the workweek and client meetings, yearly discretionary bonus, flexible benefits allowance, and health/medical post probation. There are a minimum of 25 days holiday + bank holidays + the option to buy and sell holidays.

Job ID JN -012025-1975715