Private Client Tax Assistant Manager

Join a growing, award-winning Private Client team

We're working with a leading accountancy firm whose growing, award-winning Private Client team advises a diverse portfolio of high-net-worth individuals, entrepreneurs, families, trusts and owner-managed businesses.

This is an excellent opportunity for a Private Client Tax Assistant Manager to take the next step in their career, combining technical tax expertise with genuine client interaction and advisory exposure.

The Role

You'll manage a portfolio of personal tax clients, taking responsibility for delivering high-quality compliance work while developing your advisory skills and becoming a trusted point of contact for clients.

You'll work closely with Managers, Senior Managers, Directors and Partners, giving you excellent exposure to senior stakeholders and complex client matters. The team has a particularly strong reputation for working with entrepreneurs and owner-managed businesses, offering a varied and interesting portfolio.

You'll also be encouraged to identify opportunities to improve service delivery and introduce additional services where appropriate.

About You

We're looking for someone with:

• Strong experience in personal tax compliance, ideally gained within an accountancy or professional services firm
• The ability to manage routine compliance work independently and with minimal review points
• Some tax advisory experience would be advantageous, although not essential
• Good knowledge of tax compliance software and Microsoft Office
• Strong communication and relationship-building skills, with the confidence to deal directly with clients
• A proactive approach and genuine ambition to develop a long-term career in Private Client Tax
• CTA and/or ATT qualified, or qualified by experience

Why Join?

This is a fantastic opportunity to join a team that offers excellent access to Partners, a genuinely diverse client portfolio and strong opportunities for career progression.

You'll gain exposure to complex private client and entrepreneurial tax matters while developing the commercial and relationship-management skills needed to progress towards Manager and beyond.

If you're looking for a role where you can develop technically, build strong client relationships and accelerate your Private Client career, we'd love to hear from you.

email your cv to jennifer.nelson@pro-tax.co.uk

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