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.
Responsibilities
- 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.
Candidate Requirements
- 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.
Private Client Tax Assistant Manager / Manager employer: cer Financial
As a leading tax, accountancy and business advisory firm based in London, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our commitment to excellence is reflected in our supportive environment, where you will have the opportunity to manage high-net-worth clients while mentoring junior team members, ensuring both personal and professional advancement. With competitive salaries and a focus on work-life balance, we offer a rewarding career path for those looking to make a meaningful impact in the field of taxation.
