Private Tax-Assistant Manager - Insite Public Practice Recruitment Limited : Job Details

Location: WorcesterContract Type: Permanent, Full-time

Our client is seeking a motivated Assistant Private Tax Manager to join their established team in Worcester. This Assistant Private Tax Manager role offers an excellent opportunity to develop your career working with complex private clients, supporting senior colleagues in managing sophisticated portfolios of high-net-worth individuals and family offices. Based in Worcester, you will gain valuable experience across various high-value and intricate tax matters while building your expertise in complex private client taxation.

• Assist in managing a diverse portfolio of complex private clients including high-net-worth individuals and entrepreneurs
• Support senior colleagues in preparing complex private client tax returns and compliance work
• Contribute to inheritance tax planning projects including trust structures and estate planning
• Assist with capital gains tax planning for complex asset disposals and reorganizations
• Support complex income tax matters including non-domiciled clients and international tax issues
• Help manage complex private client compliance including personal tax returns and trust returns

• Develop expertise in complex trust and estate planning structures under senior supervision
• Gain experience in sophisticated tax planning opportunities for complex private client portfolios
• Learn about complex residency and domicile issues for international private clients
• Support complex capital gains tax relief applications including business asset disposal relief
• Assist with complex pension planning and retirement tax strategies
• Contribute to complex private client transactions including business sales and wealth structuring

• ACA, ACCA, or CTA qualification (or part-qualified with strong progression)
• Minimum 2-4 years of private client tax experience with some exposure to complex matters
• Interest in developing expertise in complex private client relationships
• Good technical knowledge of private client taxation fundamentals
• Some experience with trust and estate planning concepts
• Understanding of basic international private client tax issues