Private Client Tax & Trust Assistant Manager

Clark Wood; Liverpool; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading company in private client tax and advisory services is seeking a Private Client Tax & Trust Assistant Manager in Liverpool. The role involves managing client portfolios, overseeing compliance services, and developing the firm's offerings. Ideal candidates will have significant experience in private client tax, strong communication skills, and relevant qualifications. This is a great opportunity to advance in a supportive team environment focused on high-net-worth individuals and complex trusts.

Benefits

Full study support for CTA or STEP

Opportunity to lead a defined client portfolio

Clear career progression to Manager

Inclusive team environment

Qualifications

• 4+ years in private client tax and trusts within a UK environment.
• Proven ability to manage client relationships.
• Strong reviewing and supervisory skills.

Responsibilities

• Manage a portfolio of private clients, family trusts and estates.
• Review tax returns prepared by junior staff.
• Support in delivering advisory projects.

Skills

Client relationship management

Communication skills

Accuracy

Organizational skills

Time management

Commercial awareness

Education

ATT or STEP qualified

CTA qualified or studying

ACA or ACCA with a focus on private clients

Tools

Tax software

Microsoft Office

Job description

Private Client Tax & Trust Assistant Manager

Private Client Tax & Trusts – Assistant Manager

Location: Liverpool

To support the Tax Managers and Partners in the delivery of high-quality private client, trust, and estate compliance and advisory services. The Assistant Manager will manage a portfolio of clients, review work prepared by junior staff, provide technical support to the wider team, and play a key role in the development of the firm’s private client service offering.

Key Responsibilities:

Manage a portfolio of private clients, family trusts, and estates, overseeing compliance and advisory services.

Review personal tax and trust tax returns prepared by junior staff, providing feedback and guidance where needed.

Develop and maintain strong relationships with clients through regular contact and high-quality service delivery.

Deal with complex communications from HMRC and liaise with third parties including legal advisors and investment managers.

Support the Tax Manager in delivering advisory projects, including inheritance tax planning, estate administration, and trust restructuring.

Undertake technical research into complex areas of tax legislation and communicate findings to clients and team members.

Provide training and mentorship to junior team members and support their development.

Contribute to process improvements and knowledge sharing within the team.

Ideal Candidate Profile:

Experience & Skills:

4+ years of experience in private client tax, with significant exposure to trust and estate work in a UK accountancy, legal, or specialist private client environment.

Proven ability to manage client relationships and provide a first-class, proactive service.

Strong reviewing and supervisory skills, with the ability to support junior staff.

Strong written and verbal communication skills, including the ability to explain technical issues to non-specialists.

High level of accuracy, with excellent organisational and time management abilities.

Commercial awareness and the ability to identify opportunities for added-value services.

Proficient in the use of tax software and Microsoft Office (Excel, Word, PowerPoint, Teams).

Qualifications:

ATT and/or STEP qualified (or near completion).

CTA qualified or studying (preferred).

ACA or ACCA with a strong private client focus will also be considered.

What’s on Offer:

Full study support (CTA or STEP, where applicable)

Opportunity to lead and grow a defined client portfolio

Exposure to high-net-worth individuals, family offices, and complex trust/estate work

Clear progression to Manager and beyond

Inclusive, technically excellent team environment

Additional Information:

This position is ideal for candidates with experience in UK private client tax and trusts, who are ready to take a step into a leadership and client management role.

Please note: Visa sponsorship is not available for this position.

This position is ideal for candidates with relevant experience in UK-based private client tax or trust work.

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.