Private Client Tax Assistant Manager / Manager

TN United Kingdom; Guildford; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Assistant Manager in Guildford. This role offers the chance to work with a diverse portfolio, providing tax compliance and advisory services to high-net-worth individuals and other private clients. You will be responsible for preparing tax returns, identifying planning opportunities, and managing client relationships. Join a supportive team that values professional development and offers a hybrid working model, competitive salary, and excellent benefits. This is an exciting opportunity for tax professionals looking to advance their careers in a dynamic environment.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Shared Parental Leave

Collaborative Team Culture

Access to Employee Resource Groups

Qualifications

• Experience in personal tax compliance and advisory work.
• Strong knowledge of tax planning opportunities.

Responsibilities

• Preparation of tax returns for diverse clients.
• Manage client portfolios and ensure compliance.

Skills

Personal Tax Compliance

Tax Planning

Client Management

Communication Skills

Education

ACA

ATT

CTA

Job description

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Client:

TPF Recruitment

Location:

Guildford, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

b2819c7b2711

Job Views:

12

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Job Description

Private Client Tax Assistant Manager – Guildford

TPF Recruitment is excited to be partnering with a leading accountancy firm to recruit for their Guildford Private Client 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.
• Private medical insurance and life assurance.
• Pension contribution to help secure your future.
• Hybrid working model (role-dependent).
• Generous holiday package, with the option to purchase additional leave.
• Shared parental leave to support your family needs.
• A collaborative and friendly team culture, with opportunities to take part in charity, networking, and social events.
• Access to employee resource groups and a commitment to diversity, equity, and inclusion across the organisation.

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

Additional Requirements

ATT/CTA qualified, significant private client/personal tax expertise, experience managing a portfolio of clients.