Personal Tax Assistant Manager​/Manager

Personal Tax Assistant Manager / Manager

Lancaster
• Circa £48,000 - £55,000 DOE

Clark Wood are working with a well‑established and forward‑thinking independent firm in Lancaster who are seeking an experienced Private Client Tax Assistant Manager or Manager to join their growing team.

This is a key role within a reputable practice known for delivering high‑quality tax and advisory services to a varied and loyal client base. The firm prides itself on its collaborative culture, strong technical standards, and commitment to developing its people, offering a supportive environment in which you can continue to grow your career.

• Oversee day‑to‑day running of the personal tax department while managing your own portfolio of clients, ranging from high‑net‑worth individuals through to entrepreneurs and professionals.
• Review the team’s work, ensuring accuracy and compliance, and provide clear guidance and mentoring to junior colleagues as they progress in their development.
• Prepare and review a broad range of personal tax returns, advising clients on matters including capital gains tax, inheritance tax, residence and domicile.
• Identify opportunities for tax planning and advisory work.
• Build and maintain strong client relationships, offering proactive and practical advice while ensuring all deadlines and compliance requirements are met.

• ATT qualified as a minimum, with CTA or equivalent experience preferred.
• Solid background in personal tax.
• Strong communication skills.
• Excellent attention to detail.
• Ability to organise and prioritise effectively.

• Pension.
• 25 days’ holiday plus bank holidays (with the option to buy additional leave).
• Enhanced family leave.
• Life assurance.
• Wellbeing support.
• Access to a flexible benefits platform.

For more information on this role, please contact Eleanor Snow at Clark Wood at or call .