Private Client Tax - Assistant Manager

TPF Recruitment are representing a highly regarded, independent tax and advisory firm based in Surrey, who are looking to appoint a Private Client Tax Assistant Manager to join their growing team.

This is an excellent opportunity for an ambitious tax professional to take ownership of a portfolio of clients while gaining exposure to more complex advisory work within a collaborative and forward thinking environment.

As a Private Client Tax Assistant Manager, you will be responsible for managing your own portfolio of clients, ensuring the timely delivery of high quality compliance work while supporting senior team members on more technical matters.

You will also play a key role in reviewing work, supporting junior staff, and contributing to the continued development of the private client team.

Portfolio Management & Compliance

• Manage a portfolio of private clients, including high net worth individuals, property investors, and internationally mobile individuals
• Review and finalise personal tax returns and associated computations prepared by junior team members
• Ensure all compliance deadlines are met and work is delivered accurately and efficiently
• Handle client queries and provide a high standard of service on a day to day basis

Team Support & Development

• Supervise and review the work of junior staff, providing clear guidance and constructive feedback
• Support the development of less experienced team members through coaching and on the job training
• Assist with workflow management and allocation of work across the team

Advisory & Technical Support

• Work alongside senior managers and directors on more complex tax matters, including areas such as residence, capital gains tax, inheritance tax, and trusts
• Assist with ad hoc advisory projects, including research and preparation of reports
• Draft client correspondence, tax planning summaries, and technical notes where required

Client Relationships

• Build and maintain strong relationships with clients, acting as a key point of contact
• Attend client meetings and support the delivery of tailored tax advice
• Identify opportunities to add value and support the development of further advisory work

• ATT and or CTA qualified, or qualified by experience
• Strong background in personal tax compliance within an accountancy practice or specialist tax firm
• Experience managing a portfolio of clients and reviewing work prepared by others
• Good technical knowledge across private client tax, with an interest in developing advisory expertise
• Strong communication skills and a client focused approach
• Organised, detail oriented, and able to manage multiple deadlines

Desirable:

• Exposure to residence and domicile matters, capital gains tax, inheritance tax, or trusts
• Previous experience supervising or mentoring junior staff

• Competitive salary dependent on experience
• Hybrid and flexible working arrangements
• Discretionary bonus scheme
• Generous pension contribution
• Private medical cover and additional protection benefits
• 25 days holiday plus bank holidays
• Ongoing CPD and structured career development
• Regular team events and social activities

Please contact Mark Sitton on , or via for a confidential conversation.

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