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Permanent

Private Client Tax Assistant Manager / Manager

cer Financial Ltd
London
money-bag £55000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128998222

Private Client Tax Assistant Manager / ManagerWest EndHybrid (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. The responsibilities of the Private Client Tax Assistant Manager / Manager will include: Helping manage a portfolio of 300+ private clients and reporting to Directors and Partners. Handles complex tax affairs for high-net-worth individuals, including non-UK domiciled/non-long-term resident clients. Responsible for overseeing private client tax compliance processes and arising advisory with the support of the team. Collaborates closely with colleagues across business tax, audit, and accountancy teams. Provides both compliance and advisory services, ensuring a high standard of client service. Acts as a key contact for client queries and relationships. Reviews self-assessment tax returns for individuals, partnerships, and trusts. Regularly liaises with HMRC and other third parties to manage clients'' tax affairs effectively. Requires strong attention to detail, accuracy, communication skills, time management, and a proactive approach. Involves mentoring, training, and supporting junior team members and trainees within a training-focused environment.The successful candidate will have: Familiarity with CCH software ATT / CTA or working towards either. Support for the competition of ..... full job details .....

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