Private Client Tax Assistant Manager / Manager

Butler Rose; Ely; On-site; GBP 45,000 - 62,000; Full time

Benefits offered by this job

Flexible working arrangements

Training and professional development

Paid study leave

Pension salary sacrifice

Job summary

Butler Rose in Ely is seeking an Assistant Tax Manager or Tax Manager to join its private client tax team. The role focuses on personal tax compliance and advisory work, including trusts and non-residents.

You will manage a portfolio of private clients, liaise with clients and internal teams, and contribute to business development. ATT/CTA qualified or equivalent preferred, with strong communication and deadline management.

Qualifications

• Experience in personal tax compliance and advisory work.
• Trust experience is highly desirable.
• Excellent communication and client service skills.
• Ability to manage multiple deadlines under pressure.

Responsibilities

• Prepare and review Self Assessment tax returns, including capital gains computations and property income schedules.
• Manage personal tax compliance deadlines and ensure timely submissions and payments.
• Support and deliver advisory work relating to Capital Gains Tax, Inheritance Tax and trusts.
• Assist with trust compliance, trust registration matters and associated IHT considerations.
• Carry out Statutory Residence Test reviews and non-resident tax return work.
• Manage and develop a portfolio of private clients and maintain strong client relationships.
• Liaise directly with clients, business owners and internal teams regarding tax matters.
• Identify opportunities to provide additional services and support business development initiatives.
• Provide technical guidance and support to junior and non-tax staff.
• Review junior team members' work and assist with coaching, mentoring and development.
• Assist with ad-hoc advisory assignments and tax planning projects.
• Attend training courses and ensure ongoing CPD requirements are met.

Skills

Tax compliance

Private client tax

Client relationship management

Education

ATT qualified or CTA qualified/studying

Experience in personal tax advisory

Job description

Private Client Tax Assistant Manager / Manager
Ely
£45,000 - £62,000

An established and growing accountancy firm is seeking an Assistant Tax Manager or Tax Manager to join its expanding private client tax team in Ely. This is an excellent opportunity for a tax professional with experience across personal tax compliance and advisory work, particularly involving trusts and private clients, to develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio including high-net-worth individuals, non-residents and trustees, alongside opportunities to contribute to advisory projects and client relationship management.

Role Responsibilities

• Prepare and review Self Assessment tax returns, including capital gains computations and property income schedules.
• Manage personal tax compliance deadlines and ensure timely submissions and payments.
• Support and deliver advisory work relating to Capital Gains Tax, Inheritance Tax and trusts.
• Assist with trust compliance, trust registration matters and associated IHT considerations.
• Carry out Statutory Residence Test reviews and non-resident tax return work.
• Manage and develop a portfolio of private clients and maintain strong client relationships.
• Liaise directly with clients, business owners and internal teams regarding tax matters.
• Identify opportunities to provide additional services and support business development initiatives.
• Provide technical guidance and support to junior and non-tax staff.
• Review junior team members' work and assist with coaching, mentoring and development.
• Assist with ad-hoc advisory assignments and tax planning projects.
• Attend training courses and ensure ongoing CPD requirements are met.

Personal Requirements

• ATT qualified, CTA qualified/studying, or qualified by experience.
• Previous experience in personal tax compliance and advisory work.
• Trust experience is highly desirable.
• Strong understanding of Capital Gains Tax, Inheritance Tax and private client tax matters.
• Excellent communication skills with the ability to explain complex tax matters clearly.
• Strong attention to detail and organisational skills.
• Ability to manage workloads effectively and meet deadlines under pressure.
• Comfortable working both independently and as part of a team.
• Experience managing client relationships and delivering high levels of service.

Benefits

• Generous annual leave plus Bank Holidays.
• Flexible working arrangements.
• Ongoing training and professional development support.
• Paid study leave and professional subscriptions.
• Enhanced maternity and sick pay policies.
• Income protection and life assurance.
• Health cash plan including dental, optical and physiotherapy support.
• Pension salary sacrifice scheme.
• Wellbeing programme including counselling and legal advice.
• Team social events and fundraising activities.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.

Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.