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✅ NEW Leading Independent Accounting Firm - Personal Tax Assistant Manager - Hybrid -📍London

  • Location

    City of London

  • Sector:

    Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £50,000 - £65,000

  • Contact:

    David Elliot

  • Contact email:

    david@clark-wood.co.uk

  • Contact phone:

    07909688757

  • Job ref:

    DE-18745

  • Published:

    2 days ago

  • Expiry date:

    2025-11-24

  • Startdate:

    ASAP

  • Consultant:

    David Elliot

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Personal Tax Assistant Manager – Leading Independent Accountancy Firm (London)

Overview
An established and forward-thinking accountancy firm is seeking an experienced Personal Tax professional to join its growing Private Client team. The successful candidate will manage a varied portfolio of clients — including high-net-worth individuals, sole traders, partnerships, and trusts — while supporting the wider team with complex advisory work and mentoring junior colleagues.

This is an excellent opportunity for a motivated tax professional seeking autonomy, client contact, and exposure to diverse and challenging personal tax work within a supportive, high-performing team.

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Key Responsibilities

  • Manage a portfolio of personal tax clients, ensuring all compliance requirements are met accurately and on time.

  • Review personal tax returns for individuals, partnerships, and trusts, both for your own portfolio and those prepared by junior team members.

  • Act as a key point of contact for clients, communicating confidently and knowledgeably via phone, email, and in-person meetings.

  • Provide proactive advice on tax planning opportunities, including Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts, and shareholder planning.

  • Support partners with bespoke consultancy projects such as UK resident/non-domicile tax planning and succession strategies.

  • Identify opportunities for cross-referral and collaboration with other service lines.

  • Oversee billing and administrative management of your client portfolio.

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About You

  • Significant experience in personal tax within a professional practice environment.

  • Strong technical knowledge across a broad range of private client tax areas (CGT, IHT, trusts, residency, and domicile).

  • Confident communicator with the ability to build trusted client relationships.

  • Organised, commercially minded, and able to work autonomously.

  • Experience using CCH Personal Tax is advantageous.

  • CTA qualification (or equivalent) preferred, though highly capable QBE professionals will be considered.

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What’s on Offer

  • Competitive salary package commensurate with experience.

  • Opportunity to work directly with partners and high-profile clients.

  • Supportive, collaborative working environment with genuine work-life balance.

  • Career progression and exposure to high-quality advisory work.

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For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

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This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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