Private Client Tax Assistant Manager / Manager
other jobs cer Financial Ltd
Added before 7 Days
- England,London,City of London
- Full Time, Permanent
- £55,000 - £75,000 per annum
Job Description:
Full job descriptionPrivate 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.
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 qualifications is provided.
· Understanding of UK personal taxes
· Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.
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.
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 qualifications is provided.
· Understanding of UK personal taxes
· Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.
Job number 3839251
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metapel
Company Details:
cer Financial Ltd
Company size: 10–19 employees
Industry: Recruitment Consultancy
cer Financial are a true financial services consultancy. We work with a large cross section of Banks, Asset Managers, Brokers, Insurers and Financial ...