Private Client Tax Assistant Manager

Private Client Tax Assistant Manager - Cheltenham
Salary: £42,000 - £52,000 (Dependent on Experience)

Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Cheltenham to recruit a Private Client Tax Assistant Manager.

This is an excellent opportunity for a tax professional looking to progress their career within a forward-thinking and highly regarded firm.

Benefits Include:

• Competitive Salary - £42,000 - £52,000/year (DOE)

• Flexible Working

• Company Pension

• Career Development Opportunities

• Inclusive and Collaborative Work Environment

This role is ideal for someone with strong technical knowledge and experience in private client tax, who enjoys managing a portfolio, building client relationships, and contributing to the growth of a supportive and dynamic team.

Key Responsibilities:

• Managing a portfolio of private client tax cases

• Reviewing personal tax returns and ensuring timely submission to HMRC

• Providing tax planning and advisory services to HNWIs, trusts and estates

• Liaising directly with clients and HMRC, maintaining strong professional relationships

• Supporting and mentoring junior team members

• Contributing to internal training and development initiatives

Skills & Experience:

• CTA qualified or ACA/ACCA with strong tax experience

• At least four years' experience working within a UK Practice environment

• Strong technical knowledge of personal tax matters

• Excellent communication and interpersonal skills

• Experience in managing a portfolio and supervising junior staff

At Crowe Watson, we specialise in matching skilled professionals with leading accountancy firms. We are proud to be supporting this firm in their search for talent and are committed to making the recruitment process seamless and efficient.

Even if you don’t meet every requirement, we’d still love to hear from you if you're eager to grow and develop your career in private client tax.

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