via Reed · 23 September 2026 ·6 days ago

Private Client Tax Assistant Manager

Michael Page Finance
Peasmarsh Full-time GBP 45,000 – 55,000
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This is an exciting opportunity for a Private Client Tax Assistant Manager to play a pivotal role in providing exceptional tax advisory and compliance services. Based in Godalming, you will work within the tax department of a professional services firm, supporting a diverse portfolio of clients.

Client Details

This professional services firm operates within the tax industry and has a strong regional presence. As a medium-sized organisation, it is well-regarded for its expertise and commitment to delivering tailored solutions for its clients.

Description

  • Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.

  • Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.

  • Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.

  • Collaborate with other departments to deliver integrated client solutions.

  • Support clients with HMRC enquiries and investigations.

  • Identify opportunities to enhance client service and offer value-added tax advice.

  • Mentor and develop junior team members to strengthen the department's capabilities.

  • Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

Profile

A successful Private Client Tax Assistant Manager should have:

  • A recognised tax qualification, such as ATT, CTA, ACA or equivalent.

  • Experience working within a professional services environment in the tax industry.

  • Strong technical knowledge of private client tax matters, including compliance and advisory services.

  • Excellent communication skills to build and maintain client relationships.

  • A proactive approach to problem-solving and delivering tailored client solutions.

Job Offer
  • A competitive salary ranging from £45,000 to £55,000 per annum.

  • Generous holiday allowance with opportunities for additional leave.

  • A supportive and collaborative company culture in Godalming.

  • Opportunities for career development within the tax department.

  • Flexible working arrangements to support work-life balance.

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