Private Client Tax Assistant Manager / Manager

Pro-Tax; Greater London; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Kaplan study support

Hybrid working

Job summary

Pro-Tax in London is seeking a Private Client Tax Senior or Assistant Manager to take on a growing portfolio of private clients with both compliance and advisory work. The role sits in a boutique West End practice with a strong emphasis on high-quality advisory work and complex client issues.

The successful candidate will manage ~100 clients, work with CTAs, advise on non-doms, trusts and IHT, review returns, and mentor junior staff, with a hybrid working pattern and study support included.

Qualifications

• Strong grounding in UK personal taxes and compliance.
• Experience with non-doms, trusts, IHT or probate.
• Familiarity with CCH software preferred.

Responsibilities

• Manage a portfolio of ~100 private clients across compliance and advisory.
• Review self-assessment returns for individuals, partnerships and trusts.
• Liaise with HMRC and third parties.
• Support development of junior colleagues and trainees.

Skills

Client relationship management

UK personal tax knowledge

Non-doms knowledge

Trusts and estate planning

Mentoring junior colleagues

Education

CTA qualified or in progress

Tools

CCH

Job description

Private Client Tax Senior / Assistant Manager - Boutique London Practice

Salary: £45,000 - £55,000 | London's West End | Hybrid

A rare opening has arisen within the private client tax team of a well-regarded boutique practice in London's West End, created by an internal promotion. This is an excellent opportunity for a strong Private Client Senior or Supervisor ready to step up, or an existing Assistant Manager seeking richer technical exposure within a genuinely high-quality portfolio.

The firm

Founded over 70 years ago and based in the heart of London, this multi-partner practice has built an exceptional reputation advising entrepreneurial owner-managed businesses and high-net-worth private clients - in many cases across multiple generations. Despite its boutique size, the quality and complexity of the private client work rivals that of much larger practices.

The team

You’ll join a close-knit private client team of around 12, sitting alongside experienced managers and reporting directly to a Director and Partner. The team operates with a strong advisory culture and benefits from genuine exposure to complex, high-value client work from an early stage.

The role

You’ll manage a portfolio of approximately 100 private clients, spanning compliance and advisory work across:

• Complex personal tax (including non-domiciled and non-long-term resident clients)
• Offshore trusts and international family wealth structures
• Inheritance tax and estate planning
• Cross-border and multi-jurisdictional matters
• Media, entertainment and IP income (royalties, artists)

You’ll act as a key point of contact for client queries, review self-assessment returns for individuals, partnerships and trusts, liaise with HMRC and third parties, and support the development of junior colleagues and trainees.

The candidate

The firm is open on level - a strong Senior or Supervisor looking to step up will be considered alongside those already operating at Assistant Manager level. You’ll ideally be CTA qualified or working towards it, with a solid grounding in UK personal taxes. Experience advising non-doms, knowledge of trusts, or exposure to IHT and probate would be advantageous. Familiarity with CCH is helpful but not essential.

The offer

• Salary £45,000 - £55,000
• Study support via Kaplan (where applicable)
• Hybrid working - approximately 1-2 days from home
• Collaborative, social team culture with regular events
• Central London location

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.