Private Client Tax Assistant Manager / Manager – CER Financial

Private Client Tax Assistant Manager / Manager

West End

Hybrid (3/2 split)

Permanent

£55,000 – £75,000

cer Financial are working alongside a boutique accounting firm, based in West End. They are seeking a Private Client Tax Assistant Manager / Manager to work with them on a permanent basis.

Responsibilities

• Help manage a portfolio of 300+ private clients and report to Directors and Partners.
• Handle complex tax affairs for high-net-worth individuals, including non-UK domiciled / non-long-term resident clients.
• Oversee private client tax compliance processes and arising advisory with the support of the team.
• Collaborate closely with colleagues across business tax, audit, and accountancy teams.
• Provide both compliance and advisory services, ensuring a high standard of client service.
• Act as a key contact for client queries and relationships.
• Review self-assessment tax returns for individuals, partnerships, and trusts.
• Regularly liaise with HMRC and other third parties to manage clients’ tax affairs effectively.
• Require strong attention to detail, accuracy, communication skills, time management, and a proactive approach.
• Mentor, train, and support junior team members and trainees within a training-focused environment.

Qualifications

• Familiarity with CCH software.
• ATT / CTA or working towards either. Support for the competition of qualifications is provided.
• Understanding of UK personal taxes.
• Experience advising non-long-term residents, knowledge of trusts, inheritance tax, and probate is an advantage.

#J-18808-Ljbffr…