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Location
Reading
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Sector:
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Contract Type:
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Salary:
£45,000 - £65,000
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Contact:
David Elliot
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Contact email:
david@clark-wood.co.uk
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Contact phone:
07909688757
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Job ref:
DE-18746
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Published:
2 days ago
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Expiry date:
2025-11-24
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Startdate:
ASAP
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Consultant:
David Elliot
Assistant Manager – Private Client Tax (Thames Valley / Reading Region)
About the Firm
A leading national audit, tax, and advisory practice with a strong international network is seeking an Assistant Manager to join its expanding Private Client Tax team in the Thames Valley. The firm has experienced exceptional growth in recent years, creating excellent opportunities for professional advancement and career development.
The team is known for delivering high-quality private client services, advising high-net-worth individuals, entrepreneurs, families, and trusts on a wide range of tax matters. The firm’s inclusive and people-focused culture has earned national recognition, fostering a supportive environment where talented professionals thrive.
The Role
As a Private Client Tax Assistant Manager, you’ll take ownership of a varied client portfolio, managing compliance and advisory work for individuals, partnerships, and trusts. You’ll act as a trusted adviser, working closely with clients and senior colleagues to deliver technically robust and commercially focused tax solutions.
Key Responsibilities
Manage a diverse portfolio of private clients, ensuring compliance and advisory services are delivered efficiently and accurately.
Act as the main point of contact for clients, maintaining strong, proactive relationships.
Review complex personal tax returns and oversee work prepared by junior team members.
Advise on a range of private client tax issues, including residence and domicile, CGT, IHT, trusts, and shareholder planning.
Identify tax planning opportunities and contribute to client development and cross-service collaboration.
Support partners and directors with bespoke advisory projects and technical research.
Provide mentoring and on-the-job training to junior members of the team.
Ensure all work is completed to the firm’s quality standards, within deadlines and budget.
About You
CTA, ACA, or ATT qualified (or equivalent), with solid experience in private client tax within a professional practice.
Excellent technical knowledge across personal tax compliance and advisory work.
Proven ability to manage client relationships independently.
Confident communicator with strong written and verbal skills.
Strong organisational and time management skills with an eye for detail.
Commercial awareness and an interest in contributing to business development.
Experience supervising and reviewing junior team members’ work.
Familiarity with CCH Personal Tax or similar software preferred but not essential.
Why Join
Competitive salary and comprehensive benefits package.
Structured progression path with genuine opportunities for advancement.
Inclusive, collaborative working culture focused on professional growth and wellbeing.
Hybrid and flexible working options.
Exposure to high-calibre clients and interesting advisory projects.
A respected firm with a strong reputation in the private client market.
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
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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