Assistant Manager - Private Client Tax
JOB_53228334692729Job type
PermanentLocation
ReadingWorking Pattern
Full-timeSpecialism
Public Practice AccountingIndustry
Accountancy FirmsPay
Competitive, DOE
Personal Tax Assistant Manager - Reading
Private Client Tax Assistant Manager
ReadingPermanent, Full-Time
About the Firm
A leading national audit, tax, advisory, and consulting firm with international reach and local expertise. The firm provides high-quality services to support clients in making informed decisions that drive long-term success.
A leading national audit, tax, advisory, and consulting firm with international reach and local expertise. The firm provides high-quality services to support clients in making informed decisions that drive long-term success.
About the Role
An opportunity has arisen for a Private Client Tax Assistant Manager to join a growing tax team. The role focuses on managing a portfolio of private clients, ensuring tax compliance and providing advisory services to individuals, owner-managed businesses, and high-net-worth families.
Responsibilities include overseeing tax return processes, managing client relationships, and supporting the team with technical research and compliance. The role also offers opportunities to contribute to advisory projects alongside other tax specialists.
Key Responsibilities
- Oversee personal tax compliance, including computations, filings, and payments.
- Manage tax relationships for a portfolio of individuals, trusts, and businesses.
- Liaise with HMRC and other third parties, including investment managers and banks.
- Provide clients with proactive and reactive UK tax advice, conducting technical research where required.
- Support advisory projects in collaboration with colleagues across different departments.
- Assist with compliance for employment-related securities and P11D preparation post tax return season.
Qualifications and Experience
- ATT and/or CTA qualification (or near completion preferred).
- Experience managing private client portfolios, ensuring tax filing and payment obligations are met.
- Strong knowledge of Microsoft Office, particularly Excel. Familiarity with CCH and IRIS software is beneficial.
- Enthusiasm for client service and a results-driven mindset.
- Eagerness to develop personally and professionally.
Leadership & Development
- Work collaboratively within a close-knit team, contributing to process improvements.
- Provide coaching and mentorship to junior staff, supporting their career development.
- Adapt to evolving technologies, including AI and automation in tax services.
- Maintain high standards and adhere to risk management policies.
Why Join?
The firm prioritizes a collaborative, inclusive, and supportive work culture, providing employees with ongoing learning opportunities, competitive salaries, and flexible working arrangements. A commitment to diversity ensures that all employees can thrive and progress based on merit.
Assistant Manager - Private Client TaxJOB_532283346927292025-06-062025-09-05
Talk to Edward Hampson, the specialist consultant managing this position
Located in Oxford, Part 1st floor (north), East Wing, Seacourt Tower, Oxford, Telephone 01865 727071Click here to access our Privacy Policy, which provides detailed information on how we use and protect your personal information, and your rights in relation to this.
JOB_53228334692729