Private Client Tax Manager - HNW Clients & Mentoring

Clark Wood - Tax Recruitment; Lancaster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established independent firm in Lancaster is seeking an experienced Personal Tax Assistant Manager or Manager to join their growing team. You will manage the personal tax department, oversee client portfolios, ensure compliance, and provide guidance to junior staff. The ideal candidate will be ATT qualified, possess expertise in personal tax, and demonstrate strong communication skills. The firm offers a competitive benefits package and a collaborative culture for professional growth.

Benefits

Pension

25 days’ holiday plus bank holidays

Enhanced family leave

Life assurance

Wellbeing support

Flexible benefits platform

Qualifications

• Minimum ATT qualified with CTA preferred.
• Solid background in personal tax.
• Ability to organise and prioritise effectively.

Responsibilities

• Oversee the day-to-day running of the personal tax department.
• Review the team’s work for accuracy and compliance.
• Prepare and review a broad range of personal tax returns.
• Advise clients on capital gains tax, inheritance tax, and further tax matters.
• Build and maintain strong client relationships.

Skills

Attention to detail

Strong communication skills

Client relationship management

Tax planning

Compliance management

Education

ATT qualification

CTA or equivalent experience

Job description

A well-established independent firm in Lancaster is seeking an experienced Personal Tax Assistant Manager or Manager to join their growing team. You will manage the personal tax department, oversee client portfolios, ensure compliance, and provide guidance to junior staff. The ideal candidate will be ATT qualified, possess expertise in personal tax, and demonstrate strong communication skills. The firm offers a competitive benefits package and a collaborative culture for professional growth.