Private Client Tax Assistant Manager

🔒 Confidential Employer
Posted 20 April 2026
LOCATION
York
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£45,000 / year
CATEGORY
Tax
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Tax ACA CTA Income Tax Tax Planning Excel Communication Skills

FULL DESCRIPTION

Incredible opportunity for a Private Client Tax Assistant Manager to join a well-established, multi-site firm of Chartered Accountants, in their growing team based in York. This firm offer a range of services to their diverse client base, enabling you to gain a breadth of experience throughout your career. This modern firm have some incredible benefits, including flexible working and additional annual leave every 2 weeks.

As a Private Client Tax Assistant Manager, you will be responsible for:

  • Reviewing and preparing income tax and partnership tax returns and P11Ds from a variety of systems including CCH, Iris and Taxshield and providing feedback as appropriate
  • Review work and provide training and support to Taxation Associates, Senior Associates and Seniors
  • Research more complex tax planning issues and assisting with drafting tax advisory reports
  • Deal with more complex cases around remuneration planning and capital gains tax, liaising with the client as appropriate with support from tax partners and directors
  • Act as a point of contact for clients for ad hoc queries
  • Actively participate in department meetings

To qualify for this Private Client Tax Assistant Manager role, ideally you will meet the following:

  • Fully ACA or CTA qualified with experience working as a Private Client Tax Assistant Manager or similar, in Practice.
  • Have excellent written and verbal communication skills and be confident speaking to clients face to face, over the telephone and by email
  • Must have excellent IT skills, including working knowledge of Excel
  • Be able to demonstrate your initiative to solve problems
  • Experience of personal tax planning and residency would be desirable
  • Experience in inheritance tax and trust advisory would be desirable

What’s on offer?

  • Annual leave starting at 25 days + bank holidays.
  • Option to buy additional annual leave.
  • 9-day fortnight (work an extra hour for 9 days, get the 10th day off).
  • Birthday off work
  • Flexible working.
  • Hybrid working.
  • Social events with the firm.
  • Parking
  • Salary from £40,000p/a to £45,000p/a.

If you are interested in this Private Client Tax Assistant Manager position or would like any further information, please contact Leah Mason-Wilson at IPS Finance.

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