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Private Client Tax - Assistant Manager

Job Posted: 14 days ago

Salary: £ 50,000 - 60,000 / Annum
Job Type: Permanent
Location: Reigate

Expire in: 13 days

Job Description

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.

The Role

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.

Key Responsibilities

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

RequirementsAbout You

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

BenefitsWhat’s on Offer

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 (phone number removed),  or via  for a confidential conversation. 

Refer a friend... We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you £500 of Love2Shop vouchers. (Terms & Conditions apply)

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Private Client Tax - Assistant Manager job near me in Reigate! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!