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
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.
Requirements
CTA or ACA qualification required.
Why Work Here?
My client invests in its people, offering:
Pension – Secure your future.
25 days annual leave + bank holidays – Prioritise work-life balance.
Private Medical Insurance – Comprehensive health coverage.
Permanent Health Insurance – Financial security in case of illness.
Flexible working hours – Adaptability to suit individual needs.
Life Assurance (4x salary) – Protection for you and your loved ones.
Employee Benefits Portal – Discounts on everyday purchases.
Career Coaching & Development – Continuous learning opportunities.
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
ACA and/or CTA qualification
Experience managing private client portfolios, ensuring tax filing and payment obligations are met.
Strong knowledge of Microsoft Office, particularly Excel. Familiarity with tax software like CCH and IRIS can be beneficial.
Ability to liaise with clients, handle tax compliance, and manage client relationships
