Private Client Tax Assistant Manager

Overview

Private Client Assistant Manager –

Location:

London. A well‑established professional services firm is seeking a Private Client Assistant Manager to join its growing Private Client team. The role involves managing a portfolio of private clients, with a focus on trusts, estates and personal tax compliance, alongside exposure to advisory work.

• Managing a portfolio of private clients, including trusts and estates.
• Preparation and review of trust accounts and personal tax returns.
• Assisting with advisory work including IHT planning, succession planning and wealth preservation.
• Attending client meetings and supporting new client work.
• Liaising with clients, professional advisers and HMRC.
• Managing deadlines and maintaining a high standard of client care.
• Reviewing work and supporting the development of junior team members.

• ACA, CTA or STEP qualified.
• 3-5 years’ experience in a private client role within an accountancy or legal practice.
• Strong technical knowledge of trusts and personal tax.
• Organised, detail‑focused and able to manage a client portfolio.
• Proactive, collaborative and keen to develop.

Apply now or contact Lauren McLoughlin on lauren.mcloughlin@pro‑ or for a confidential discussion.

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 your recruitment process enables you to present yourself in a way that makes you comfortable.