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- Tasks: Manage a portfolio of private clients and oversee compliance and advisory services.
- Company: Join a leading firm known for its high-quality private client service offerings.
- Benefits: Enjoy full study support, clear progression opportunities, and an inclusive team environment.
- Why this job: This role offers exposure to high-net-worth individuals and complex trust work, perfect for career growth.
- Qualifications: 4+ years in private client tax, with strong communication and supervisory skills required.
- Other info: Visa sponsorship is not available; ideal for those ready to step into leadership.
The predicted salary is between 43200 - 72000 £ per year.
Private Client Tax & Trust Assistant Manager
Private Client Tax & Trusts – Assistant Manager
Location: Liverpool
To support the Tax Managers and Partners in the delivery of high-quality private client, trust, and estate compliance and advisory services. The Assistant Manager will manage a portfolio of clients, review work prepared by junior staff, provide technical support to the wider team, and play a key role in the development of the firm’s private client service offering.
Key Responsibilities:
Manage a portfolio of private clients, family trusts, and estates, overseeing compliance and advisory services.
Review personal tax and trust tax returns prepared by junior staff, providing feedback and guidance where needed.
Develop and maintain strong relationships with clients through regular contact and high-quality service delivery.
Deal with complex communications from HMRC and liaise with third parties including legal advisors and investment managers.
Support the Tax Manager in delivering advisory projects, including inheritance tax planning, estate administration, and trust restructuring.
Undertake technical research into complex areas of tax legislation and communicate findings to clients and team members.
Provide training and mentorship to junior team members and support their development.
Contribute to process improvements and knowledge sharing within the team.
Ideal Candidate Profile:
Experience & Skills:
4+ years of experience in private client tax, with significant exposure to trust and estate work in a UK accountancy, legal, or specialist private client environment.
Proven ability to manage client relationships and provide a first-class, proactive service.
Strong reviewing and supervisory skills, with the ability to support junior staff.
Strong written and verbal communication skills, including the ability to explain technical issues to non-specialists.
High level of accuracy, with excellent organisational and time management abilities.
Commercial awareness and the ability to identify opportunities for added-value services.
Proficient in the use of tax software and Microsoft Office (Excel, Word, PowerPoint, Teams).
Qualifications:
ATT and/or STEP qualified (or near completion).
CTA qualified or studying (preferred).
ACA or ACCA with a strong private client focus will also be considered.
What’s on Offer:
Full study support (CTA or STEP, where applicable)
Opportunity to lead and grow a defined client portfolio
Exposure to high-net-worth individuals, family offices, and complex trust/estate work
Clear progression to Manager and beyond
Inclusive, technically excellent team environment
Additional Information:
This position is ideal for candidates with experience in UK private client tax and trusts, who are ready to take a step into a leadership and client management role.
Please note: Visa sponsorship is not available for this position.
This position is ideal for candidates with relevant experience in UK-based private client tax or trust work.
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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Private Client Tax & Trust Assistant Manager employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax & Trust Assistant Manager
✨Tip Number 1
Network with professionals in the private client tax and trust sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and possibly refer you to opportunities at StudySmarter.
✨Tip Number 2
Stay updated on the latest tax legislation and compliance requirements relevant to private clients and trusts. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter through LinkedIn. Engaging in conversations about their experiences can give you valuable insights into the company culture and expectations for the Assistant Manager role.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed client relationships and provided advisory services in your previous roles. Highlighting your experience with complex tax issues will set you apart as a strong candidate for this position.
We think you need these skills to ace Private Client Tax & Trust Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax and trust work. Emphasise your ability to manage client relationships and any supervisory roles you've held, as these are key for the Assistant Manager position.
Craft a Strong Cover Letter: In your cover letter, explain why you're interested in this role specifically at this firm. Mention your relevant qualifications, such as ATT or STEP, and how your experience aligns with the responsibilities outlined in the job description.
Showcase Technical Skills: Since the role involves dealing with complex tax legislation, be sure to mention your proficiency in tax software and Microsoft Office. Provide examples of how you've used these tools in previous roles to support your claims.
Highlight Communication Abilities: Given the importance of explaining technical issues to non-specialists, include examples in your application that demonstrate your strong written and verbal communication skills. This could be through client interactions or training junior staff.
How to prepare for a job interview at Clark Wood
✨Know Your Tax Legislation
Brush up on the latest UK tax legislation, especially regarding private clients and trusts. Being able to discuss recent changes or complex areas of tax law will demonstrate your expertise and readiness for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your proactive service approach and any specific instances where you added value to a client's situation.
✨Demonstrate Leadership Potential
Since this role involves mentoring junior staff, be ready to discuss your experience in training or supervising others. Share specific examples of how you've supported team development and contributed to a positive team environment.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Practice explaining complex tax issues in simple terms, as you'll need to communicate effectively with clients who may not have a tax background.
