Private Client Tax Assistant Manager - Compliance - #2112009

Private Client Tax Manager - Compliance

What's on offer?

• Salary up to £58,000.
• Hybrid and flexible working/London office.
• Excellent benefits package.
• Interesting and varied client portfolio.
• A supportive, collaborative team.
• Genuine opportunities for career progression.

Are you an experienced Private Client Tax professional looking for a role where you'll have genuine ownership of your client compliance portfolio and the flexibility to enjoy a healthy work-life balance?

We're working with a highly respected accountancy practice that has built its reputation on long-term client relationships, technical excellence and a genuinely collaborative culture. As the firm continues to grow, they're looking for a Private Client Tax Compliance Manager to join their small busy team.

You'll manage a diverse portfolio of private clients, acting as their trusted adviser while delivering a first-class compliance service and identifying valuable tax planning opportunities.

What you'll be doing:

• Managing a varied portfolio of high-net-worth individuals, company directors, landlords, sole traders, trusts and partnerships.
• Overseeing the Self Assessment compliance process from start to finish.
• Preparing and reviewing complex personal tax returns.
• Advising clients on Income Tax, Capital Gains Tax, foreign income and investment matters.
• Managing trust and partnership tax returns, HMRC correspondence, P11Ds and PAYE Settlement Agreements.
• Identifying tax planning opportunities and supporting advisory projects, including residency, inheritance tax and capital gains matters.
• Mentoring junior team members and helping to develop the wider tax team.

About you:

You'll already have experience managing your own private client tax portfolio within a UK accountancy practice and enjoy building long-term client relationships.

Ideally, you'll have:

• Strong UK Private Client Tax Compliance experience.
• Excellent technical knowledge of personal taxation.
• A proactive, client-focused approach.
• ATT or CTA qualification, or be qualified by experience.

If you're looking for a role where your expertise is valued and you can continue developing your career in a supportive, forward-thinking firm, we'd love to hear from you.

To find out more, contact John Corfield at Pro Tax on

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.