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Private Client Tax Assistant Manager / Manager

cer Financial Ltd·London (South East England)
£55 000 – £75 000 / year
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Job description

Private Client Tax Assistant Manager / Manager West End Hybrid (3/2 split) Permanent £55,000 - £75,000 cer Financial are working alongside a boutique accounting firm, based in West End. They are seeking a Private Client Tax Assistant Manager / Manager to work with them on a permanent basis. The responsibilities of the Private Client Tax Assistant Manager / Manager will include: · Helping manage a portfolio of 300+ private clients and reporting to Directors and Partners. · Handles complex tax affairs for high-net-worth individuals, including non-UK domiciled/non-long-term resident clients. · Responsible for overseeing private client tax compliance processes and arising advisory with the support of the team. · Collaborates closely with colleagues across business tax, audit, and accountancy teams. · Provides both compliance and advisory services, ensuring a high standard of client service. · Acts as a key contact for client queries and relationships. · Reviews self-assessment tax returns for individuals, partnerships, and trusts. · Regularly liaises with HMRC and other third parties to manage clients’ tax affairs effectively. · Requires strong attention to detail, accuracy, communication skills, time management, and a proactive approach. · Involves mentoring, training, and supporting junior team members and trainees within a training-focused environment. The successful candidate will have: · Familiarity with CCH software · ATT / CTA or working towards either. Support for the competition of qualifications is provided. · Understanding of UK personal taxes · Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.

Transparency panel

Original source
reed.co.uk
Posted
Jun 10, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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