Private Client Tax & Trust Assistant Manager

​Private Client Tax & Trusts – Assistant Manager

Location: Liverpool

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Job Purpose:

To support the Tax Managers and Partners in the delivery of high-quality private client, trust, and estate compliance and advisory services. The Assistant Manager will manage a portfolio of clients, review work prepared by junior staff, provide technical support to the wider team, and play a key role in the development of the firm’s private client service offering.

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Key Responsibilities:

• Manage a portfolio of private clients, family trusts, and estates, overseeing compliance and advisory services.

• Review personal tax and trust tax returns prepared by junior staff, providing feedback and guidance where needed.

• Develop and maintain strong relationships with clients through regular contact and high-quality service delivery.

• Deal with complex communications from HMRC and liaise with third parties including legal advisors and investment managers.

• Support the Tax Manager in delivering advisory projects, including inheritance tax planning, estate administration, and trust restructuring.

• Undertake technical research into complex areas of tax legislation and communicate findings to clients and team members.

• Provide training and mentorship to junior team members and support their development.

• Contribute to process improvements and knowledge sharing within the team.

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Ideal Candidate Profile:

Experience & Skills:

• 4+ years of experience in private client tax, with significant exposure to trust and estate work in a UK accountancy, legal, or specialist private client environment.

• Proven ability to manage client relationships and provide a first-class, proactive service.

• Strong reviewing and supervisory skills, with the ability to support junior staff.

• Strong written and verbal communication skills, including the ability to explain technical issues to non-specialists.

• High level of accuracy, with excellent organisational and time management abilities.

• Commercial awareness and the ability to identify opportunities for added-value services.

• Proficient in the use of tax software and Microsoft Office (Excel, Word, PowerPoint, Teams).

Qualifications:

• ATT and/or STEP qualified (or near completion).

• CTA qualified or studying (preferred).

• ACA or ACCA with a strong private client focus will also be considered.

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What’s on Offer:

• Competitive salary (£40,000 - £55,000 DOE)

• Full study support (CTA or STEP, where applicable)

• Hybrid/flexible working

• Opportunity to lead and grow a defined client portfolio

• Exposure to high-net-worth individuals, family offices, and complex trust/estate work

• Clear progression to Manager and beyond

• Inclusive, technically excellent team environment

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Additional Information:

This position is ideal for candidates with experience in UK private client tax and trusts, who are ready to take a step into a leadership and client management role.

Please note: Visa sponsorship is not available for this position.

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This position is ideal for candidates with relevant experience in UK-based private client tax or trust 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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Reference: #CW0625