EXPERIENCE & SKILLS:

• 4+ years of experience in private client tax, with significant exposure to trust and estate work in a UK accountancy, legal, or specialist private client environment.
• Proven ability to manage client relationships and provide a first-class, proactive service.
• Strong reviewing and supervisory skills, with the ability to support junior staff.
• Strong written and verbal communication skills, including the ability to explain technical issues to non-specialists.
• High level of accuracy, with excellent organisational and time management abilities.
• Commercial awareness and the ability to identify opportunities for added-value services.
• Proficient in the use of tax software and Microsoft Office (Excel, Word, PowerPoint, Teams).

QUALIFICATIONS:

• ATT and/or STEP qualified (or near completion).
• CTA qualified or studying (preferred).
• ACA or ACCA with a strong private client focus will also be considered.

JOB PURPOSE:

To support the Tax Managers and Partners in the delivery of high-quality private client, trust, and estate compliance and advisory services. The Assistant Manager will manage a portfolio of clients, review work prepared by junior staff, provide technical support to the wider team, and play a key role in the development of the firm’s private client service offering.

KEY RESPONSIBILITIES:

• Manage a portfolio of private clients, family trusts, and estates, overseeing compliance and advisory services.
• Review personal tax and trust tax returns prepared by junior staff, providing feedback and guidance where needed.
• Develop and maintain strong relationships with clients through regular contact and high-quality service delivery.
• Deal with complex communications from HMRC and liaise with third parties including legal advisors and investment managers.
• Support the Tax Manager in delivering advisory projects, including inheritance tax planning, estate administration, and trust restructuring.
• Undertake technical research into complex areas of tax legislation and communicate findings to clients and team members.
• Provide training and mentorship to junior team members and support their development.
• Contribute to process improvements and knowledge sharing within the team.