Private Client Tax Assistant Manager

Job Description Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm in Peterborough.Perfect for a CTA qualified individual looking to progress their career with a firm who pride themselves on work/ life balance, career development, and the delivery of exceptional advisory services.Working with an interesting client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work (the compliance and advisory split can be tailored to the individual).Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and hybrid/ flexible working (WFH up to 3 days per week).The Role:Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates)Identifying tax planning opportunitiesReview of tax complianceTax planningProvision of advice in areas such as Capital Gains & Inheritance taxManaging/ supporting the successful delivery of ad hoc tax projectsMentoring junior staffClient meetingsBuilding strong client relationships.Benefits Include:Company & Manager bonusHybrid arrangement (option of WFH 3 days a week)Progression PlanPrivate Medical InsuranceFlexible Working (core hours 10am - 4pm)Option to Buy/ Sell HolidayPart time consideredGenerous PensionCycle to work schemePart time consideredSocial eventsYou:CTA QualifiedCTA PQ/ ATT also consideredIdeally experience of working with HNWIsSignificant private client/ personal tax expertiseExcellent communication skillsUK ResidentIf this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.JBRP1_UKTJ

Created: 2026-01-29