Assistant Tax Manager

Assistant Tax Manager - Private Client

Location: Reigate Hybrid Working Available

A growing and highly regarded private client tax practice is seeking an Assistant Tax Manager to join its expanding UK team. This is an excellent opportunity for an ambitious tax professional looking to take ownership of their own portfolio, develop technically, and progress within a supportive and forward-thinking firm.

The Role

As Assistant Tax Manager, you will manage a portfolio of private client tax cases, ensuring the accurate and timely delivery of self-assessment compliance work. You will also supervise and review the work of junior team members while supporting senior colleagues on more complex compliance and advisory matters.

This role offers genuine exposure to high-quality private client work, including HNWIs and internationally mobile individuals, with scope to build advisory experience alongside compliance.

Key Responsibilities

Private Client Compliance & Portfolio Management

• Manage a portfolio of personal tax clients, including HNWIs, landlords and international clients
• Review and finalise personal tax returns prepared by junior staff
• Ensure compliance deadlines are met and work is delivered to a high standard
• Act as a trusted point of contact, responding to client queries in a professional and timely manner

Team Leadership & Development

• Supervise, support and mentor junior tax team members
• Provide technical guidance, feedback and on-the-job training
• Assist with workflow planning and allocation

Complex Compliance & Advisory Support

• Support Senior Tax Managers and Directors on complex cases, including residence and domicile matters, Foreign Income and Gains, CGT, trusts, estates and international tax issues
• Assist with tax planning and advisory projects, including research and report preparation
• Draft client correspondence, advisory notes and planning summaries

Client Relationship Management

• Build strong, long-term client relationships
• Attend client meetings where appropriate
• Identify opportunities to add value and introduce advisory work

Skills & Experience

Essential

• ATT and/or CTA qualified (or equivalent experience)
• Strong personal tax compliance experience within a practice environment
• Experience reviewing work prepared by others
• Strong technical foundation with a desire to develop further
• Excellent communication skills and a client-focused approach
• Highly organised with strong attention to detail

Desirable

• Exposure to residence/domicile issues, CGT or IHT
• Previous experience supervising or mentoring junior staff
• Interest in building advisory and planning skills

What's on Offer

• Competitive salary dependent on experience
• Clear progression pathway within a growing private client team
• Hybrid working (up to 2 days per week from home) and flexible working options
• Ongoing training and CPD support
• Exposure to high-quality advisory and international private client work
• Supportive, collaborative working environment

If you're a private client tax professional looking to take the next step in your career within a growing and commercially minded practice, we'd love to hear from you.

Apply with confidence or get in touch for a confidential discussion to learn more about the role and the wider opportunity. All enquiries will be handled discreetly.