Private Client Tax Lead - Grow, Mentor & Manage HNW Portfolios

UHY Hacker Young Group; Nottingham; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading chartered accountancy network in Nottingham is seeking a Private Client Tax Assistant Manager. The role involves managing a diverse portfolio, mentoring junior staff, and delivering high-quality tax services. Ideal candidates are CTA qualified, with strong experience in private client tax and excellent interpersonal skills. The position offers significant responsibilities and opportunities for professional growth.

Benefits

31 days holiday

Private medical insurance

Life assurance (4x salary)

Enhanced Maternity & Paternity pay

Pension Scheme arrangements

Employee discount platform – UHY Plus

Cycle to work scheme

Qualifications

• Proven ability to manage a portfolio of clients independently.
• Experience reviewing tax returns and mentoring junior staff.
• A proactive, organised, and client-focused approach.

Responsibilities

• Managing a portfolio of high-net-worth individuals and trusts.
• Acting as a key point of contact for clients in your portfolio.
• Reviewing self-assessment tax returns prepared by junior staff.
• Supervising and supporting junior team members.

Skills

Private client tax experience

Client relationship management

Mentoring junior staff

Communication skills

CCH software proficiency

Microsoft Office Suite

Education

CTA qualified or equivalent

Tools

CCH software

Job description

A leading chartered accountancy network in Nottingham is seeking a Private Client Tax Assistant Manager. The role involves managing a diverse portfolio, mentoring junior staff, and delivering high-quality tax services. Ideal candidates are CTA qualified, with strong experience in private client tax and excellent interpersonal skills. The position offers significant responsibilities and opportunities for professional growth.