Private Client Tax Assistant Manager

Private Client Tax Assitant Manager Location: London

Are you looking to develop your career in private client tax, working with complex and high-value client relationships? This is an exciting opportunity to join a specialist team supporting wealthy individuals and their families.

The Opportunity You'll join a well-established UK Private Client team that provides a wide range of advisory and personal tax compliance services to individuals and their family structures.

In this role, you'll predominantly support senior stakeholders while working with a growing portfolio of high-net-worth and ultra-high-net-worth UK-based families. Your focus will be on delivering exceptional client service - combining technical expertise with a proactive and client-centric approach.

You'll play a key role in ensuring clients receive high-quality, tailored advice that delivers real value.

What You'll Be Doing • Provide tax advisory services to complex private client groups, including individuals, families, trusts, investment companies, and other structures

• Manage a portfolio of compliance clients, including review responsibilities depending on your experience


• Act as a key point of contact for clients, working closely with senior stakeholders and supporting engagement leads


• Coordinate a full suite of services for clients, including accounts, payroll, and corporate tax compliance


• Respond to client queries and liaise with external professionals such as lawyers, investment managers, and bankers


• Collaborate with internal teams to ensure seamless and timely delivery of work


• Ensure all deliverables are completed accurately and within agreed timeframes


• Manage client budgeting and invoicing processes


• Support and contribute to staff training and development


• Build relationships through networking with intermediaries and professional contacts


• Gain exposure to additional advisory areas such as forensic accounting and business valuation

The Team You'll be part of a collaborative Private Client team advising high-net-worth and ultra-high-net-worth UK families on a broad range of tax matters - from annual compliance through to complex wealth structuring and succession planning.

The team works across a variety of client needs, including personal tax, partnerships, trust structures, estates, landed estates, and corporate entities. This diversity of work ensures a dynamic and intellectually engaging environment.

Supported by experienced senior professionals, the team emphasises high-quality, technology-enabled client service and strong collaboration.

What You'll Bring • ACA or CTA qualified (or equivalent), or working towards a relevant qualification

• Experience within a private client or professional services environment


• Strong technical knowledge in tax compliance, with broader advisory exposure being advantageous


• A proactive, enthusiastic, and solutions-focused mindset


• Excellent organisational skills with the ability to manage multiple deadlines across a varied client portfolio


• Strong interpersonal skills, with the ability to build credibility and relationships at all levels


• Commercial awareness and a clear understanding of client needs


• Ability to work independently while also contributing effectively within a team


• High attention to detail and strong time management skills


• Experience with systems such as Excel, Word, and other tax or accounts software is beneficial but not essential (training will be provided)

Career Development You'll be supported with structured training and ongoing development to deepen your technical expertise and broaden your capabilities.

• Support to complete professional qualifications (e.g. CTA if not already obtained)


• Opportunity to study towards additional qualifications such as STEP


• Study leave and training support provided

What You'll Receive • Flexible working: 35-hour week with hybrid working, including up to three days from home (core hours 10am-4pm)

• Annual leave: Generous holiday allowance with additional flexible benefits


• Pension: Contributory pension scheme


• Life assurance cover


• Bonus potential: Discretionary bonus scheme


• Profit sharing: Eligibility for an annual firm-wide profit-sharing plan


• Family-friendly policies and a comprehensive benefits package

About the Firm You'll be joining a long-established, top-ranked UK professional services firm with a strong reputation in accountancy, tax, audit, and advisory services.

The firm offers a collaborative, people-focused culture where individuals are recognised and supported. You'll work in an environment that values both technical excellence and strong interpersonal relationships.

As part of a leading international network, you'll benefit from global reach while maintaining a strong local client focus.

Inclusion & Culture The firm is committed to fostering an inclusive and supportive workplace where diversity is valued.

Applications are encouraged from individuals of all backgrounds, with a strong belief that diverse perspectives lead to stronger teams and better outcomes.

If you're looking to build your career in private client tax within a high-performing and supportive environment, this is a great opportunity to take the next step.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.

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