At a Glance
- Tasks: Manage personal tax clients and support on complex advisory projects.
- Company: Dynamic London-based accountancy firm with a people-first culture.
- Benefits: Competitive salary, hybrid working, bonus potential, and private healthcare.
- Other info: Join a supportive team with clear progression opportunities and ongoing professional development.
- Why this job: Gain exposure to high-profile clients and develop your advisory skills.
- Qualifications: CTA qualified with strong personal tax experience and client-facing skills.
The predicted salary is between 45000 - 55000 £ per year.
The Company
Join a growing, London-based accountancy firm that combines the quality and complexity of a top-tier client base with the culture, agility and personal touch of a mid-sized practice. With over 40 years of expertise and strong year-on-year growth, the firm has built a reputation for delivering high-touch, bespoke advice to clients who might typically sit with larger organisations, but value a more relationship-led approach.
As part of a leading international network, you’ll benefit from global reach and technical depth while working in a collaborative, people-first environment that genuinely invests in development and progression. With a diverse client portfolio spanning high and ultra-high net worth individuals, entrepreneurs and international groups, this is an excellent opportunity for a Personal Tax Assistant Manager to join a growing team and accelerate their career within a supportive and ambitious firm.
The Role
An opportunity has arisen for a Personal Tax Assistant Manager to join a growing private client team. This role offers a strong grounding in both compliance and advisory work, making it ideal for a technically strong tax professional looking to step up their responsibility and exposure.
You will work with a varied portfolio including high net worth individuals, entrepreneurs, families, trusts, and internationally mobile clients, while supporting senior team members on more complex advisory projects.
Key Responsibilities
- Manage a portfolio of personal tax clients, taking responsibility for day-to-day delivery
- Prepare and review personal tax returns, ensuring accuracy and timeliness across compliance cycles
- Support on advisory projects across income tax, CGT, inheritance tax, and residence matters
- Assist with specialist areas such as EIS/SEIS, EMI, employment-related securities, and P11Ds
- Build and maintain strong client relationships, acting as a key point of contact on day-to-day matters
- Liaise with HMRC and third parties on behalf of clients
- Work closely with Managers and Partners on more complex assignments and planning work
- Support and delegate work to junior team members, assisting in their development
- Undertake technical research and contribute to internal knowledge sharing
Candidate Profile
- CTA qualified (or equivalent)
- Strong experience in personal tax within a professional services environment
- Good technical grounding across personal tax, with exposure to advisory work
- Experience managing compliance processes for HNW/UHNW clients
- Confident communicator with strong client-facing skills
- Organised and detail-oriented, with the ability to manage multiple deadlines
- A proactive and collaborative team player, keen to develop and progress
- Experience supporting and reviewing junior staff is advantageous
Why Apply?
This is an opportunity to work with a high-quality client base, gaining exposure to complex personal tax matters while developing your advisory skillset. You’ll benefit from close interaction with senior stakeholders, clear progression opportunities, and ongoing investment in your professional development. Supported by an international network but retaining a close-knit team culture, the firm offers a competitive package including hybrid working, bonus potential and private healthcare, alongside a clear pathway to Manager.
If you’re interested, please apply now or get in touch with Morgan Schuler for a confidential discussion.
Personal Tax Assistant Manager in London employer: Brewer Morris
Join a dynamic and growing accountancy firm in London that offers the perfect blend of top-tier client exposure and a supportive, people-first culture. With a commitment to employee development and progression, you will have the opportunity to work closely with high net worth clients while enjoying benefits such as hybrid working, bonus potential, and private healthcare. This is an ideal environment for ambitious professionals looking to advance their careers in a collaborative setting.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Brewer Morris, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Assistant Manager in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Brewer Morris's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Brewer Morris. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Brewer Morris!
How to prepare for a job interview at Brewer Morris
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Brewer Morris.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Brewer Morris. It helps to show our commitment!
