At a Glance
- Tasks: Manage a diverse portfolio of private clients, handling complex tax and advisory work.
- Company: Boutique London practice with a stellar reputation in private client tax.
- Benefits: Competitive salary, study support, hybrid working, and a vibrant team culture.
- Other info: Join a collaborative team with regular social events and excellent career development.
- Why this job: Gain rich technical exposure and make a real impact in a supportive environment.
- Qualifications: CTA qualified or working towards it, with experience in UK personal taxes.
The predicted salary is between 45000 - 55000 £ per year.
A rare opening has arisen within the private client tax team of a well-regarded boutique practice in London's West End, created by an internal promotion. This is an excellent opportunity for a strong Private Client Senior or Supervisor ready to step up, or an existing Assistant Manager seeking richer technical exposure within a genuinely high-quality portfolio.
The firm has been founded over 70 years ago and is based in the heart of London. This multi-partner practice has built an exceptional reputation advising entrepreneurial owner-managed businesses and high-net-worth private clients - in many cases across multiple generations. Despite its boutique size, the quality and complexity of the private client work rivals that of much larger practices.
You'll join a close-knit private client team of around 12, sitting alongside experienced managers and reporting directly to a Director and Partner. The team operates with a strong advisory culture and benefits from genuine exposure to complex, high-value client work from an early stage.
You'll manage a portfolio of approximately 100 private clients, spanning compliance and advisory work across:
- Complex personal tax (including non-domiciled and non-long-term resident clients)
- Offshore trusts and international family wealth structures
- Inheritance tax and estate planning
- Cross-border and multi-jurisdictional matters
- Media, entertainment and IP income (royalties, artists)
You'll act as a key point of contact for client queries, review self-assessment returns for individuals, partnerships and trusts, liaise with HMRC and third parties, and support the development of junior colleagues and trainees.
The firm is open on level - a strong Senior or Supervisor looking to step up will be considered alongside those already operating at Assistant Manager level. You'll ideally be CTA qualified or working towards it, with a solid grounding in UK personal taxes. Experience advising non-doms, knowledge of trusts, or exposure to IHT and probate would be advantageous. Familiarity with CCH is helpful but not essential.
Salary: £45,000 - £55,000
Study support via Kaplan (where applicable)
Hybrid working - approximately 1-2 days from home
Collaborative, social team culture with regular events
Central London location
If you're looking to deepen your private client experience within a firm that genuinely invests in the quality of its work and its people, I'd be keen to hear from you.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Assistant Manager or Manager employer: Pro-Tax Recruitment
Join a dynamic team in Newcastle as a Private Client Tax Assistant Manager, where you will enjoy a supportive work culture that prioritises employee development and offers competitive benefits. With opportunities for professional growth and a focus on work-life balance through hybrid working arrangements, this role is perfect for those looking to make a meaningful impact in tax compliance and advisory for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager or Manager
✨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 Pro-Tax Recruitment, 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 Private Client Tax Assistant Manager or Manager
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 Pro-Tax Recruitment'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 Pro-Tax Recruitment. 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 Pro-Tax Recruitment!
How to prepare for a job interview at Pro-Tax Recruitment
✨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 Pro-Tax Recruitment.
✨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 Pro-Tax Recruitment. It helps to show our commitment!
