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Private Client Tax Assistant Manager

Crowe Watson Recruitment
Posted 3 days ago, valid for 16 hours
Location

Bournemouth, Dorset BH89BJ, England

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Crowe Watson Recruitment is seeking a Private Client Tax Assistant Manager for a prestigious firm of Chartered Accountants in London.
  • The role requires a minimum of 3 years of experience in a UK Practice environment and offers a competitive salary dependent on experience.
  • The successful candidate will manage a portfolio of high-net-worth individuals, trusts, and estates, providing tailored tax advice.
  • The firm promotes professional development, offers flexible working arrangements, and has a strong focus on work-life balance.
  • Candidates should be CTA qualified or working towards it, with strong technical knowledge of personal tax legislation and excellent communication skills.

Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax Assistant Manager on behalf of a prestigious and highly regarded firm of Chartered Accountants based in London. This is an excellent opportunity for a talented individual to join a dynamic and forward-thinking team, with a strong focus on client service and professional development. The firm offers flexible working arrangements, an excellent company pension scheme, and a wide range of additional benefits to support a healthy work-life balance.

The successful candidate will play a key role in managing a portfolio of high-net-worth individuals, trusts, and estates, providing a high level of service and tailored advice. You will have the opportunity to work closely with senior management and Partners, contributing to the continued growth of the department while supporting junior members of the team. The firm prides itself on its supportive and inclusive culture, offering structured training and clear progression routes.

At Crowe Watson, we are proud to partner with top-tier firms across the UK, helping professionals find roles where they can thrive. We believe in long-term career growth and are passionate about matching candidates with positions that align with their ambitions. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

Key Responsibilities

  • Manage a portfolio of Private Client tax cases including HNWIs, trusts, and estates
  • Review self-assessment tax returns and provide technical guidance to junior staff
  • Liaise with clients and HMRC on a regular basis, offering proactive tax planning advice
  • Support Partners in business development and client relationship management
  • Keep up to date with changes in tax legislation and contribute to internal knowledge sharing
Requirements
  • CTA qualified or working towards (ACA/ACCA also considered)
  • Strong technical knowledge of personal tax legislation
  • Excellent communication and client-facing skills
  • Must have a minimum of 3 years previous experience working within a UK Practice environment
  • A proactive approach and ability to work independently and as part of a team

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.