Private Client Tax Assistant Manager

Are you a Private Client Tax professional looking to take the next step in your career? Our client, a leading firm of Chartered Accountants based in Lichfield, is offering an exceptional opportunity to join their dynamic team as a Private Client Tax Assistant Manager. With benefits including flexible working, a company pension, private medical insurance, and much more, this role provides the perfect balance of professional development and work-life harmony. This is your chance to work within a progressive, supportive environment where your skills and ambitions will be valued and nurtured.

As a Private Client Tax Assistant Manager, you will play a key role in supporting the management of a diverse portfolio, including trusts and estates, while providing bespoke tax advice and ensuring compliance requirements are met. You will work closely with senior leadership and provide guidance to junior staff to maintain the high standards of service the firm is renowned for. This role offers fantastic opportunities for career progression, technical training, and the chance to build strong client relationships in a varied and challenging position.

If you are an experienced tax professional seeking an opportunity to grow and make a real impact within a prestigious firm, this could be the ideal role for you. 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.

Key Responsibilities

• Supporting the management of a portfolio of clients, including trusts and estates
• Providing tailored tax advice to clients on a range of personal tax matters
• Reviewing the work of junior staff
• Assisting with tax planning projects and liaising with other departments as required
• Developing and mentoring junior team members to support their growth

Requirements

• CTA qualified
• Must have previous experience working within a UK Practice environment
• Strong technical knowledge of personal tax matters
• Excellent communication and interpersonal skills
• A proactive and client-focused approach
• Full UK driving licence

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