At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- 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 in central London with excellent career development opportunities.
- Why this job: Gain rich technical exposure and work on complex, high-value client matters.
- Qualifications: CTA qualified or working towards it, with UK personal tax experience.
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-knitted 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 toward 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 / Manager in London employer: Pro-Tax
Join a prestigious boutique practice in London's West End, where you'll be part of a close-knit team dedicated to delivering high-quality advisory services to a diverse portfolio of private clients. With a strong emphasis on employee development, hybrid working options, and a collaborative culture, this firm not only values your expertise but also invests in your growth through study support and regular team events. Experience the unique advantage of working in a dynamic environment that rivals larger firms while enjoying the benefits of a supportive and inclusive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and the type of work they do. This will help you tailor your responses and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the role. The more you practice, the more confident you'll feel when it's time to shine!
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and get to know you better. Plus, it shows you're serious about joining our fantastic team in London’s West End.
We think you need these skills to ace Private Client Tax Assistant Manager / Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax role. Highlight any relevant tax experience, especially with non-doms or trusts, to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our boutique practice's values and client needs.
Showcase Your Technical Skills:We want to see your technical prowess! Mention specific tax regulations or software you’re familiar with, like CCH, and how you've applied them in past roles to manage complex client portfolios.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity in our private client team.
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal taxes, especially around complex areas like non-domiciled clients and inheritance tax. Being able to discuss these topics confidently will show that you're ready for the role.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided advisory services in the past. Think about specific cases where you helped clients navigate complex tax situations. This will demonstrate your ability to manage a diverse portfolio effectively.
✨Familiarise Yourself with the Firm
Research the boutique practice's history and its approach to private client work. Understanding their culture and values will help you align your answers with what they’re looking for, making you a more appealing candidate.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics and the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
