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Bearbridge Tax RecruitmentBEARBRIDGE
Private Client TaxPermanentHybrid

Private Client Tax Assistant Manager

Boutique Accountancy Practice

About This Role

A fantastic opportunity to join a well-regarded boutique accountancy practice as a Private Client Tax Assistant Manager. You will work closely with partners on a diverse portfolio of HNW and UHNW private clients, gaining exceptional exposure to complex advisory work in a supportive, partner-led environment.

Key Responsibilities

  • Assist in advising HNW and UHNW clients on IHT, CGT, and income tax planning
  • Prepare and review personal tax returns and computations
  • Support on trust and estate administration matters
  • Build and maintain strong client relationships
  • Contribute to technical research and advisory projects

Requirements

  • ✓CTA qualified or near-qualified
  • ✓2+ years experience in private client tax
  • ✓Strong technical grounding in personal tax, IHT, and CGT
  • ✓Excellent attention to detail and communication skills

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