Description
Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax Assistant Manager on behalf of a leading firm of Chartered Accountants based in Cheltenham. This is an exciting opportunity offering a flexible working environment, a generous company pension scheme, and a range of additional benefits designed to support your personal and professional wellbeing. The firm has a stellar reputation for delivering high-quality client service and for supporting the development of their team through structured training, career progression and a collaborative culture.
The successful candidate will work closely with senior management and partners, managing a portfolio of private clients including HNWIs, business owners, and trusts. You will play a key role in reviewing complex compliance work, offering advisory support, and contributing to business development initiatives. This is a great opportunity for an experienced tax professional looking to take the next step in their career within a forward-thinking and highly respected firm.
At Crowe Watson Recruitment, we take pride in working with some of the most reputable accountancy firms across the UK. We’re passionate about matching talented professionals with firms where they can thrive, and we’re here to support you throughout the recruitment process. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Manage a portfolio of private client tax cases
Review personal tax returns and ensure timely submission to HMRC
Provide tax planning and advisory services
Liaise directly with clients and HMRC, maintaining strong professional relationships
Support and mentor junior team members
Contribute to internal training and development initiatives
Requirements
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
The successful candidate will work closely with senior management and partners, managing a portfolio of private clients including HNWIs, business owners, and trusts. You will play a key role in reviewing complex compliance work, offering advisory support, and contributing to business development initiatives. This is a great opportunity for an experienced tax professional looking to take the next step in their career within a forward-thinking and highly respected firm.
At Crowe Watson Recruitment, we take pride in working with some of the most reputable accountancy firms across the UK. We’re passionate about matching talented professionals with firms where they can thrive, and we’re here to support you throughout the recruitment process. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
Manage a portfolio of private client tax cases
Review personal tax returns and ensure timely submission to HMRC
Provide tax planning and advisory services
Liaise directly with clients and HMRC, maintaining strong professional relationships
Support and mentor junior team members
Contribute to internal training and development initiatives
Requirements
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