Private Client Tax Assistant Manager

JR United Kingdom; Peterborough; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A leading recruitment agency is seeking a Private Client Tax Assistant Manager in Peterborough. This role involves managing tax portfolios and advising clients on tax planning opportunities. Ideal candidates will be CTA qualified or ATT and possess significant personal tax expertise. The position offers excellent benefits including private medical insurance, hybrid working options, and flexible hours. Part-time candidates will also be considered.

Benefits

Hybrid arrangement (option of WFH 3 days a week)

Private Medical Insurance

Flexibility in working hours

Generous Pension

Cycle to work scheme

Social events

Qualifications

• Experience working with High Net Worth Individuals (HNWIs).
• Significant private client and personal tax expertise.
• UK resident.

Responsibilities

• Managing a diverse private client tax portfolio.
• Identifying tax planning opportunities.
• Review of tax compliance.
• Provision of advice on Capital Gains and Inheritance tax.
• Mentoring junior staff.
• Building strong client relationships.

Skills

Tax planning

Client relationship management

Excellent communication skills

Education

CTA Qualified or ATT

Job description

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Private Client Tax Assistant Manager, peterborough

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Client:

Taylor Rose Recruitment Ltd

Location:

peterborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.08.2025

Expiry Date:

18.09.2025

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Job Description:

Tax Specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Senior or Assistant Manager opportunity on behalf of a leading firm in Peterborough.
Perfect for an ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance.
Working with an impressive and entrepreneurial private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.
Excellent remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.
Part time considered, more information below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Review of tax compliance
Tax planning
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Clent meetings
Building strong client relationships.
You:
CTA Qualified (ideally)
CTA PQ/ ATT also considered
Ideally experience of working with HNWIs
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
Benefits:
Company & Manager bonus
Hybrid arrangement (option of WFH 3 days a week)
Private Medical Insurance
Flexible Working (core hours 10am - 4pm)
Option to Buy/ Sell Holiday
Part time considered
Good transport links (close to station)
Generous Pension
Cycle to work scheme
Part time considered
Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.

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