Private Client Tax Manager — Lancaster | ATT/CTA

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

Job summary

A reputable independent tax advisory firm in Lancaster is seeking an experienced Private Client Tax Assistant Manager or Manager to lead its personal tax department. The role includes managing a diverse portfolio of high-net-worth clients, preparing comprehensive tax returns, and providing expert advisory services. Ideal candidates will be ATT qualified with strong personal tax expertise and excellent communication skills, capable of mentoring junior staff while ensuring compliance and accuracy. A competitive benefits package is offered, including flexible working arrangements.

Benefits

Pension

25 days' holiday plus bank holidays

Flexible benefits platform

Wellbeing support

Enhanced family leave

Life assurance

£500 referral bonus

Qualifications

• Minimum ATT qualification required, CTA preferred.
• Solid background in personal tax management.
• Experience managing portfolios of high-net-worth individuals.

Responsibilities

• Oversee day-to-day running of the personal tax department.
• Prepare and review personal tax returns for clients.
• Advise clients on capital gains tax, inheritance tax, residency, and domicile.

Skills

Personal Tax Expertise

Strong Communication Skills

Attention to Detail

Organizational Skills

Education

ATT qualified

CTA or equivalent experience

Job description

A reputable independent tax advisory firm in Lancaster is seeking an experienced Private Client Tax Assistant Manager or Manager to lead its personal tax department. The role includes managing a diverse portfolio of high-net-worth clients, preparing comprehensive tax returns, and providing expert advisory services. Ideal candidates will be ATT qualified with strong personal tax expertise and excellent communication skills, capable of mentoring junior staff while ensuring compliance and accuracy. A competitive benefits package is offered, including flexible working arrangements.