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Private Client Tax Assistant Manager

Rutherford Briant·Ipswich (East Anglia)Mid
£45 000 – £50 000 / year
Vox Summary
  • Role Responsibilities: Manage client portfolios including HNWIs, trusts, and estates; prepare and review tax returns, CGT, IHT, and trust accounts; support tax planning and advisory.
  • Key Requirements: Fully qualified CTA, ACA, or ACCA; experience with personal/private client tax in practice; managing a client portfolio.
  • Conditions & Benefits: Flexible working; career progression; 25 days holiday plus bank holidays.
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Job description

Are you looking for your next step within tax? The client is a well-established firm, within Ipswich. They work with a range of individuals from high-net-worth clients to estates and business owners. They are looking to grow their tax team by recruiting a Private Client Tax Assistant Manager. Responsibilities: As a Private Client Tax Assistant Manager, you will... • Manage a portfolio of clients including HNWIs, trusts, and estates • Prepare and review tax returns, CGT computations, IHT accounts, and trust returns • Identify and support delivery of tax planning and advisory opportunities for clients • Handle HMRC enquiries and liaise with clients to resolve tax issues efficiently • Supervise and mentor junior staff, reviewing their work and supporting their development Requirements: As a Private Client Tax Assistant Manager, you will need... • CTA, ACA or ACCA fully qualified • Experience with personal/private client tax in a practise • Experience managing a client-portfolio Benefits: As a Private Client Tax Assistant Manager, you will get... • Flexible working • Career progression opportunities • 25 days holiday plus bank holidays Are you fully qualified looking for your next challenge? If so, apply here now. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

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Original source
reed.co.uk
Posted
Jun 17, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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