Private Client Tax Assistant Manager

UHY Hacker Young Group; Nottingham; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

31 days holiday including bank holidays

Private medical insurance at discounted rates

Life assurance (4x salary)

Pension Scheme arrangements

Employee discount platform – UHY Plus

Job summary

A leading accounting firm in Nottingham seeks a Private Client Tax Assistant Manager to manage a portfolio of high-net-worth individuals and deliver high-quality tax services. The ideal candidate will have significant experience in private client tax and the ability to mentor junior staff. This role offers a competitive benefits package, including private medical insurance and generous holiday entitlement.

Qualifications

• Strong experience in private client tax.
• Proven ability to manage a portfolio of clients independently.
• Experience reviewing tax returns and mentoring junior staff.

Responsibilities

• Managing a portfolio of high-net-worth individuals and other complex private clients.
• Acting as a key point of contact for clients, building strong relationships.
• Reviewing self-assessment tax returns and supervising junior staff.

Skills

CTA qualified or equivalent

Strong experience in private client tax

Proven ability to manage a portfolio of clients independently

Experience reviewing tax returns and mentoring junior staff

Excellent communication and interpersonal skills

A proactive, organized, and client-focused approach

Proficiency in CCH software for tax return preparation

A strong knowledge of Microsoft Office Suite (Excel and Word)

Job description

Are you a self-motivated, hardworking, ambitious person looking for your next challenge? If you are, and you’re looking to join a national operation with international reach, then we have a great role for you, based at our Nottingham office near Park Row.

Our firm

The UHY Hacker Young Group is a leading network of chartered accountants with 20 offices spanning England, Wales and Northern Ireland. We are also a founding member of UHY International, our Top 20 global network, which has over 340 offices in all major global business jurisdictions.

We are a people-first business, and we recognise that you, and the rest of our team, are essential to deliver on our purpose of helping you prosper, whether you are a client, a member of our team, or part of our wider community.

We want you to be challenged, to learn and grow while you’re with us, to have fun in the workplace, work with like-minded individuals, and deliver great services.

Are you looking to join a team that:

• believes in and delivers a culture of work-life balance, with a focus on wellbeing?
• provides a clear career framework and routes to progress?
• understands the importance of rewarding and retaining high calibre teams?
• delivered 20% growth in the last 12 months?

If so we would love to hear from you.

Role overview

We are seeking an ambitious and driven Private Client Tax Assistant Manager to join our expanding Private Client Tax team.

This is an excellent opportunity to manage a well-established compliance portfolio, mentor junior team members, and deliver high-quality tax services to a diverse range of private clients.

As a Private Client Tax Assistant Manager your typical daily duties will include:

• Managing a portfolio of high-net-worth individuals, business owners, trusts, and other complex private clients, ensuring timely and accurate delivery of tax compliance services.
• Acting as a key point of contact for clients within your portfolio, building strong relationships and ensuring a high level of service.
• Reviewing self-assessment tax returns and associated computations prepared by junior staff.
• Supervising mentoring, and support junior team members, providing training and feedback to aid their development.
• Proactively identifying tax planning and advisory opportunities. tax planning and advisory opportunities within your

Working arrangements

The working week: 37.5 hours per week (Monday-Friday) to be worked from 09:00-17:30 with flexibility of hours to meet specific work demands.

Location: Your principal work base is our Nottingham Office.

At UHY it’s all about you – our benefits

• 31 days holiday (including bank holidays & Compulsory Christmas shutdown counted as part of holiday entitlement)
• The ability to ‘purchase’ extra days leave in salary sacrifice
• Private medical insurance at discounted rates
• Private medical insurance (Assistant Manager and above)
• Life assurance (4x salary)
• Season ticket loan (for travel)
• Enhanced Maternity & Paternity pay
• Pension Scheme arrangements
• Employee discount platform – UHY Plus
• Cycle to work scheme

Person specifications – Desirable experience and skills

• CTA qualified or equivalent
• Strong experience in private client tax
• Proven ability to manage a portfolio of clients independently
• Experience reviewing tax returns and mentoring junior staff
• Excellent communication and interpersonal skills
• A proactive, organised, and client-focused approach
• Proficiency in CCH software for tax return preparation
• A strong knowledge of Microsoft Office Suite (Excel and Word)

Our core values and behaviours run through everything we do and support our purpose of helping you prosper. They set the tone for our team to work by and we are looking for people who value the same things as us: living empathy, making progress, being present and enjoying it!

Apply now using the button below or by sending your CV to Josh Rufus at [e-mail]