Private Client Tax Assistant Manager

Job Opportunity: Private Client Tax Assistant Manager

Location: Surrey
Employment Type: Permanent, Full Time
Sector: Accountancy Practice / Private Client Tax

TPF Recruitment is delighted to be supporting a highly regarded and growing accountancy practice that is looking to recruit a Private Client Tax Assistant Manager to join its expanding tax team.

This is an excellent opportunity for an experienced private client tax professional to take ownership of a varied portfolio while working closely with high-net-worth individuals, business owners and complex private clients. The role offers a strong blend of compliance and advisory work alongside team leadership responsibilities and genuine progression opportunities.

The Role

As a Private Client Tax Assistant Manager, you will manage your own portfolio of private clients while supporting the wider team through reviewing work, mentoring junior staff and delivering advisory projects.

This is a highly client-facing role requiring strong technical expertise alongside excellent communication and relationship management skills.

Key responsibilities will include:

Managing a varied portfolio of private clients, including high-net-worth individuals, partnerships and property owners

Acting as the primary point of contact for clients and professional advisors

Preparing and reviewing self-assessment tax returns and tax computations

Reviewing work prepared by junior members of the team and providing coaching and technical support

Delivering advisory work across areas such as capital gains tax, inheritance tax, trusts, incorporations and EIS/VCT/SEIS planning

Supporting clients with residence, domicile and international tax matters

Handling HMRC enquiries, settlements and correspondence

Assisting with client meetings and presenting technical matters clearly to non-tax specialists

Managing WIP, billing and portfolio profitability

Supporting business development activities and identifying opportunities to add value to clients

RequirementsThe Ideal Candidate

The successful candidate will likely have:

ATT and/or CTA qualification

Strong experience within private client tax in a UK accountancy practice

Excellent technical knowledge across UK personal tax compliance and advisory work

Experience advising high-net-worth individuals, owner-managed businesses and complex private clients

Exposure to trusts, CGT, IHT and international tax matters

Proven experience reviewing work and mentoring junior staff

Strong communication and client relationship management skills

Commercial awareness with experience managing fees, WIP and identifying advisory opportunities

The ability to manage multiple client matters effectively and work to deadlines

BenefitsWhat’s on Offer

Competitive salary dependent on experience

Exposure to complex and interesting private client advisory work

Strong progression opportunities within a growing tax team

Supportive and collaborative working environment

Ongoing professional development and technical training

Flexible working arrangements where appropriate

For a confidential conversation about this opportunity, or other accountancy practice roles, please reach out to Kourtney Luckett on (phone number removed), or via .

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If your friends, family or colleagues are considering a new opportunity and have relevant experience in accountancy or tax, we’d love to speak with them.

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