Private Client Tax Assistant Manager / Manager

TPF Recruitment; Epsom; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

TPF Recruitment is seeking a Private Client Tax Assistant Manager for a leading accountancy firm to manage a diverse client portfolio. The role involves preparation of tax returns, identifying tax planning opportunities, and ensuring compliance. We're looking for a motivated candidate with strong personal tax experience and ACA/ATT/CTA qualifications, offering a competitive salary and career development opportunities in a supportive team culture.

Benefits

Competitive salary

Pension contribution

Generous holiday package

Collaborative team culture

Qualifications

• Experience in tax compliance within a professional services firm.
• Strong knowledge of personal tax compliance and advisory work.
• Experience managing client portfolios and billing.

Responsibilities

• Prepare tax returns for diverse clients including HNWIs and partnerships.
• Identify tax planning opportunities and manage client billing.
• Ensure compliance and administration tasks for client portfolios.

Skills

Communication

Client Management

Tax Planning

Education

ACA, ATT, CTA or equivalent qualification

Job description

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TPF Recruitment

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Job Reference:

ef6e945b88e7

Job Views:

4

Posted:

27.06.2025

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Job Description:

Job Description
Private Client Tax Assistant Manager
TPF Recruitment is excited to be partnering with a leading accountancy firm to recruit for their tax team. They are seeking a highly motivated and experienced Private Client Tax Assistant Manager / Manager to join their team, working on a wide range of clients including OMBs, HNWIs, partners in partnerships, non-doms, and sole traders.
The Role
As a Private Client Tax Assistant Manager, you will be the first point of contact for your own portfolio of clients, assisting in the delivery of both advisory and compliance work. Your key responsibilities will include:

• Preparation of tax returns for a diverse portfolio of clients, including sole traders, partnerships, HNWIs, non-UK domiciliaries, non-UK residents, and other private clients.
  
• Ensuring all administration for your portfolio is completed accurately, including compliance, accounts, tax returns, and tax computations.
  
• Identifying tax planning opportunities for clients and preparing reports on these opportunities.
  
• Managing work in progress (WIP) and client billing, ensuring deadlines are met and all tasks are completed efficiently.
  

Requirements

About You
The ideal candidate will have experience working within a professional services firm and have a strong knowledge of personal tax compliance. Ideally, you will have exposure to tax planning and advisory work. You should also have:

• ACA, ATT, CTA or an equivalent qualification.
  
• A solid understanding of personal tax compliance.
  
• Excellent communication and client management skills, with a proactive approach to identifying planning opportunities.
  
• Experience managing portfolios and billing.
  

This is a fantastic opportunity for an experienced tax professional to join a growing and supportive team in Guildford, with access to excellent benefits and career development opportunities.

Benefits

What We Can Offer You

• A competitive salary, along with a comprehensive benefits package.
• Pension contribution to help secure your future.
  
• Hybrid working model (role-dependent).
  
• Generous holiday package.
• A collaborative and friendly team culture, with opportunities to take part in charity, networking, and social events.

For more information, Kourtney Luckett is the best contact at TPF Recruitment, contact her on [e-mail]


Requirements
ACA / ACCA / CTA Qualified

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Created on 27/06/2025 by TN United Kingdom