Private Client Tax Assistant Manager / Manager

cer Financial; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

cer Financial is seeking a Private Client Tax Assistant Manager / Manager in the West End on a permanent, hybrid role (3/2 split). The position offers £55,000 - £75,000 and a client-facing environment supporting high-net-worth individuals.

You will manage a portfolio of 300+ private clients, review self-assessment returns, mentor junior staff, and liaise with HMRC. UK personal tax expertise and ATT/CTA progress are preferred, with training provided to progress qualifications.

Qualifications

• Familiarity with CCH software.
• ATT / CTA or working towards either. Support for the competition of qualifications is provided.
• Understanding of UK personal taxes.
• Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.

Responsibilities

• Helping manage a portfolio of 300+ private clients and reporting to Directors and Partners.
• Handles complex tax affairs for high-net-worth individuals, including non-UK domiciled/non-long-term resident clients.
• Responsible for overseeing private client tax compliance processes and arising advisory with the support of the team.
• Collaborates closely with colleagues across business tax, audit, and accountancy teams.
• Provides both compliance and advisory services, ensuring a high standard of client service.
• Acts as a key contact for client queries and relationships.
• Reviews self-assessment tax returns for individuals, partnerships, and trusts.
• Regularly liaises with HMRC and other third parties to manage clients’ tax affairs effectively.
• Requires strong attention to detail, accuracy, communication skills, time management, and a proactive approach.
• Involves mentoring, training, and supporting junior team members and trainees within a training-focused environment.

Skills

Attention to detail

Communication skills

Time management

Proactiveness

Education

ATT / CTA pursuing

Tools

CCH software

Job description

Private Client Tax Assistant Manager / Manager
West End
Hybrid (3/2 split)
Permanent
£55,000 - £75,000

cer Financial are working alongside a boutique accounting firm, based in West End. They are seeking a Private Client Tax Assistant Manager / Manager to work with them on a permanent basis.

Responsibilities

• Helping manage a portfolio of 300+ private clients and reporting to Directors and Partners.
• Handles complex tax affairs for high-net-worth individuals, including non-UK domiciled/non-long-term resident clients.
• Responsible for overseeing private client tax compliance processes and arising advisory with the support of the team.
• Collaborates closely with colleagues across business tax, audit, and accountancy teams.
• Provides both compliance and advisory services, ensuring a high standard of client service.
• Acts as a key contact for client queries and relationships.
• Reviews self-assessment tax returns for individuals, partnerships, and trusts.
• Regularly liaises with HMRC and other third parties to manage clients’ tax affairs effectively.
• Requires strong attention to detail, accuracy, communication skills, time management, and a proactive approach.
• Involves mentoring, training, and supporting junior team members and trainees within a training-focused environment.

Candidate Requirements

• Familiarity with CCH software
• ATT / CTA or working towards either. Support for the competition of qualifications is provided.
• Understanding of UK personal taxes
• Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.