CareerPlan

Private Client Tax Assistant Manager

Bury, England, GBFull-time2026-11-02 → 2026-11-10
Hybrid

Core

Manage a portfolio of private client tax cases including P11ds, IHT, and personal tax compliance while supporting revenue and profitability targets.

Role type

Senior IC tax manager (private client)

Builds

Tax compliance deliverables and client advisory services

Domain

Accounting and Tax (Private Client)

Required skills

P11d preparation, Inheritance Tax (IHT) expertise, personal tax compliance, complex tax legislation research, client portfolio management, team leadership and coaching

Preferred skills

Multi-sector client exposure, supervisory experience

Technologies

Tax software platforms

Responsibilities

Manage client portfolio for tax compliance, deliver revenue and profitability targets, foster client relationships, lead and coach team members, handle ad hoc duties

Seniority

Senior, hands-on IC with supervisory responsibilities