Private Client Assistant Manager

Assistant Manager - Private Client Tax

Manchester
£40,000-£45,000 + Bonus + Benefits

Do you want to take ownership of your own client portfolio?
Looking to step into a leadership role within Private Client Tax?
Want to join a supportive team with a clear route to Manager and beyond?

Benefits:

• Competitive salary up to £45,000
• Private medical insurance, life assurance, and pension contribution
• Hybrid working and generous holiday package (with option to buy more)
• Fully funded study support for professional qualifications
• Cycle to work scheme and season ticket loan

Your new firm:

Our client is a highly respected accountancy firm with a growing presence across the North West. Following sustained growth within their Private Client Tax practice, they are now seeking an ambitious Assistant Manager to join their Manchester office.
You'll be joining a collaborative and forward-thinking team, led by experienced Partners who are committed to developing their people and providing a clear pathway to Manager level.

Your new role:

As an Assistant Manager, you'll work closely with senior leadership to deliver private client compliance and advisory services to a broad portfolio, including high-net-worth individuals and partnerships.
You will take on responsibility for managing your own portfolio while supervising and mentoring junior staff, providing the perfect platform to grow into a future Manager.

Key responsibilities include:

• Preparing and reviewing complex personal and partnership tax returns
• Managing HMRC enquiries and drafting/reviewing correspondence
• Overseeing compliance work and monitoring time limits, elections, and deadlines
• Preparing tax computations and supervising the work of junior staff
• Producing client reports on ad hoc advisory matters
• Billing, budgeting, and assisting Partners with fee quotes and business development
• Maintaining technical knowledge and sharing insights with the team

To be successful in this role, you'll need:

• ATT qualification (or equivalent)
• Experience in Private Client and Partnership Tax, with some planning exposure
• Strong written and verbal communication skills
• Good IT skills (Microsoft Office)
• Strong interpersonal skills to liaise confidently with clients and colleagues

Benefits:

• £40,000-£45,000 salary
• Hybrid working and flexible approach
• Private medical insurance, life assurance, pension
• Fully funded study support
• Generous holiday package and option to purchase more

Want to find out more?
Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.