Private Client Tax Assistant Manager | London, UK

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

Job summary

A leading Private Client team in London seeks a Personal Tax Assistant Manager to manage client portfolios, support junior staff, and liaise with clients and HMRC. The ideal candidate will be ACA, ATT, or CTA qualified with significant experience in HNW/UHNW environments. The role offers flexible working, a yearly bonus, extensive holiday, and other benefits.

Benefits

Flexible working 2-3 days in office

Yearly discretionary bonus

Flexible benefits allowance

Health / medical post probation

Minimum 25 days holiday + bank holiday

Qualifications

• Must be ATT, CTA or ACA qualified.
• Experience managing client portfolios.
• Ability to mentor junior colleagues.

Responsibilities

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

Skills

Experience dealing with HNW/UHNW individuals

Knowledge of Partnerships

Experience with Trusts and Estates work

Education

ATT, CTA or ACA qualification

Job description

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:

• Managing day to day client portfolio including billing and monitoring work in progress
• Delegate work accordingly to more junior colleagues
• Review returns completed by junior colleagues and support them with complex compliance cases
• Responsible for communication with HMRC, third parties and intercompany collaboration
• Liaise proactively with clients on advisory matters
• Attend 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 holiday + the option to buy and sell.

Morgan McKinley is a global talent services expert, offering the full spectrum of solutions to meet employers’ and jobseekers’ needs.Founded in 198...

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.