Pure Search
Private Client Tax Assistant Manager / Manager Competitive Salary + Benefits
Looking to advance your career in a dynamic, supportive environment? My client is an award-winning tax, accountancy, and business advisory firm built on expertise, integrity, and collaboration. With a partner-led approach, they deliver exceptional service through highly skilled professionals who truly understand their clients’ needs.
The Role
This role offers a nurturing workplace, clear career pathways, and flexible benefits. The firm fosters a culture where professionals can thrive, backed by competitive compensation and opportunities for continuous growth.
Key Responsibilities
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Provide a proactive, client-focused service for private clients.
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Collaborate with directors and managers on technical assignments.
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Manage client portfolios, billing, and workflow.
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Ensure effective risk management.
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Liaise with HMRC on client matters.
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Offer strategic advisory support and build lasting client relationships.
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Review tax returns and oversee complex compliance cases.
Requirements
CTA or ACA qualification required.
Why Work Here?
My client invests in its people, offering:
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Pension – Secure your future.
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25 days annual leave + bank holidays – Prioritise work-life balance.
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Private Medical Insurance – Comprehensive health coverage.
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Permanent Health Insurance – Financial security in case of illness.
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Flexible working hours – Adaptability to suit individual needs.
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Life Assurance (4x salary) – Protection for you and your loved ones.
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Employee Benefits Portal – Discounts on everyday purchases.
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Career Coaching & Development – Continuous learning opportunities.
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Social Events – Team-building and networking opportunities.
This is an opportunity to grow professionally in a firm that values its people and fosters success.
Responsibilities
-
Provide a proactive, client-focused service for private clients.
-
Collaborate with directors and managers on technical assignments.
-
Manage client portfolios, billing, and workflow.
-
Ensure effective risk management.
-
Liaise with HMRC on client matters.
-
Offer strategic advisory support and build lasting client relationships.
-
Review tax returns and oversee complex compliance cases.
Experience
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ACA and/or CTA qualification
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Experience managing private client portfolios, ensuring tax filing and payment obligations are met.
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Strong knowledge of Microsoft Office, particularly Excel. Familiarity with tax software like CCH and IRIS can be beneficial.
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Ability to liaise with clients, handle tax compliance, and manage client relationships
