Personal Tax Assistant Manager

The Company

Join a growing, London-based accountancy firm that combines the quality and complexity of a top-tier client base with the culture, agility and personal touch of a mid-sized practice. With over 40 years of expertise and strong year-on-year growth, the firm has built a reputation for delivering high-touch, bespoke advice to clients who might typically sit with larger organisations, but value a more relationship-led approach.

As part of a leading international network, you’ll benefit from global reach and technical depth while working in a collaborative, people-first environment that genuinely invests in development and progression. With a diverse client portfolio spanning high and ultra-high net worth individuals, entrepreneurs and international groups, this is an excellent opportunity for a Personal Tax Assistant Manager to join a growing team and accelerate their career within a supportive and ambitious firm.

The Role

An opportunity has arisen for a Personal Tax Assistant Manager to join a growing private client team. This role offers a strong grounding in both compliance and advisory work, making it ideal for a technically strong tax professional looking to step up their responsibility and exposure.

You will work with a varied portfolio including high net worth individuals, entrepreneurs, families, trusts, and internationally mobile clients, while supporting senior team members on more complex advisory projects.

Key Responsibilities

· Manage a portfolio of personal tax clients, taking responsibility for day-to-day delivery

· Prepare and review personal tax returns, ensuring accuracy and timeliness across compliance cycles

· Support on advisory projects across income tax, CGT, inheritance tax, and residence matters

· Assist with specialist areas such as EIS/SEIS, EMI, employment-related securities, and P11Ds

· Build and maintain strong client relationships, acting as a key point of contact on day-to-day matters

· Liaise with HMRC and third parties on behalf of clients

· Work closely with Managers and Partners on more complex assignments and planning work

· Support and delegate work to junior team members, assisting in their development

· Undertake technical research and contribute to internal knowledge sharing

Candidate Profile

· CTA qualified (or equivalent)

· Strong experience in personal tax within a professional services environment

· Good technical grounding across personal tax, with exposure to advisory work

· Experience managing compliance processes for HNW/UHNW clients

· Confident communicator with strong client-facing skills

· Organised and detail-oriented, with the ability to manage multiple deadlines

· A proactive and collaborative team player, keen to develop and progress

· Experience supporting and reviewing junior staff is advantageous

Why Apply?

This is an opportunity to work with a high-quality client base, gaining exposure to complex personal tax matters while developing your advisory skillset. You’ll benefit from close interaction with senior stakeholders, clear progression opportunities, and ongoing investment in your professional development. Supported by an international network but retaining a close-knit team culture, the firm offers a competitive package including hybrid working, bonus potential and private healthcare, alongside a clear pathway to Manager.

If you’re interested, please apply now or get in touch with Morgan Schuler at [email protected] or on 02073322478 for a confidential discussion.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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