Assistant Tax Manager – Private Client

Greater London, England, United Kingdom (On-site)

Why apply for this role?

• Excellent exposure to HNW individuals, families, trusts and offshore structures
• Varied role covering compliance, advisory and HMRC enquiries
• Work directly with senior managers, directors and partners
• Clear career progression and professional development opportunities
• Flexible hybrid working with two home-working days

About the Job

Working closely with senior managers, directors and partners, the Private Client Tax Assistant Manager will be responsible for managing a portfolio of private clients and completing the following duties:

• Manage a portfolio of high-net-worth individuals, wealthy families, trusts and offshore structures.
• Prepare, review and submit personal tax returns.
• Ensure all tax returns comply with relevant tax legislation and filing requirements.
• Advise clients on a range of UK private client tax matters.
• Support international and cross-border tax advisory projects.
• Assist with inheritance tax, succession planning and profit extraction advice.
• Gain exposure to offshore trusts and international structures.
• Support OMB restructuring projects, including mergers, demergers, acquisitions and tax due diligence.
• Manage P11D, inheritance tax and personal tax compliance matters.
• Liaise directly with clients and HMRC regarding personal tax queries.
• Support HMRC enquiries, investigations and voluntary disclosures.
• Build and maintain strong relationships with clients.
• Identify tax advisory opportunities and potential additional work.
• Support business development and marketing initiatives.
• Assist senior colleagues and partners with complex private client projects.
• Supervise, coach and support junior members of the team.
• Manage assignments effectively while contributing to revenue and profitability targets.
• Maintain up-to-date technical knowledge through ongoing professional development.

Previous Experience

• Previous private client tax, personal tax or mixed tax experience within an accountancy practice.
• Currently operating at Assistant Manager level or an experienced Tax Senior ready to progress.
• Experience managing or supporting a portfolio of private clients.
• Strong personal tax compliance experience.
• Exposure to P11Ds, inheritance tax, trusts or international tax would be advantageous.
• Experience working with HNW individuals, families or trusts would be desirable.
• Strong technical knowledge with the ability to research complex areas of tax legislation.
• Confidence communicating directly with clients and HMRC.
• Previous experience supervising or supporting junior team members would be advantageous.
• Strong organisational skills and the ability to manage competing deadlines.
• Commercial awareness and an interest in tax advisory and business development.
• CTA, ACA, ACCA, CA qualified or an equivalent professional qualification.

For further information on this opportunity, or if you are considering the next step in your Private Client Tax career, get in touch with Ben McKinney (ben.mckinney@hireiq.co.uk) in complete confidence.