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 employer: Taxation
This boutique practice in London's West End offers an exceptional work environment for Private Client Tax professionals, combining a collaborative and social team culture with the opportunity to manage a diverse portfolio of high-value clients. With a commitment to employee growth through study support and exposure to complex advisory work, the firm fosters a genuine investment in both the quality of its services and the development of its people, making it an attractive employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great addition to their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in keeping you top of mind.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Client Tax Assistant Manager / Manager
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 tell us why you’re passionate about private client tax and how your background makes you a great candidate for our team in London’s West End.
Showcase Your Technical Skills:We want to see your technical prowess! Mention any specific tax software you’ve used, like CCH, and detail your experience with complex personal tax matters to impress us.
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 exciting opportunity in our boutique practice.
How to prepare for a job interview at Taxation
✨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 challenges of the role.
✨Showcase Your Advisory Skills
Since the firm has a strong advisory culture, prepare examples of how you've provided valuable advice to clients in the past. Think about specific situations where your input made a difference, especially in managing high-net-worth individuals or complex portfolios.
✨Familiarise Yourself with the Firm
Do some research on the boutique practice and its reputation in the industry. Understanding their client base and the types of cases they handle will help you tailor your answers and demonstrate your genuine interest in joining their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team's approach to cross-border matters or how they support the development of junior colleagues. This shows that you're not just interested in the role, but also in contributing to the team's success.
