Private Client Assistant Manager

Overview

This Private Client Assistant Manager role for a Cheltenham-based accountancy practice focuses on delivering tailored tax advice and compliance services to a diverse portfolio of clients. The position is ideal for individuals with a strong background in tax compliance, looking to further develop their advisory experience in a supportive and professional environment.

This opportunity is with a highly regarded accountancy firm. They are a medium-sized organisation known for their expertise in tax, audit, and advisory services. The company prides itself on offering exceptional client service and fostering career progression within a collaborative team.

• Manage a portfolio of private client tax cases, ensuring timely and accurate compliance services.
• Provide tailored tax advisory services to high-net-worth individuals, trusts, and partnerships.
• Assist with tax planning opportunities, including inheritance tax, capital gains tax, and income tax.
• Develop and maintain strong relationships with clients, acting as a key point of contact for tax matters.
• Support the preparation of complex tax returns and review work completed by junior team members.
• Collaborate with colleagues across departments to provide comprehensive solutions to client needs.
• Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and the team.
• Assist in business development initiatives, identifying opportunities to grow the firm's tax services.

• A professional qualification in tax or accountancy (e.g., CTA, ACA, or ACCA).
• Proven experience in private client tax advisory and compliance within the professional services industry - UK-based.
• Strong technical knowledge of personal taxation, including inheritance tax and capital gains tax.
• Excellent communication skills to build and maintain client relationships.
• An ability to manage multiple projects and meet deadlines effectively.
• A proactive approach to identifying tax planning opportunities for clients.

• A competitive salary in the range of £42,000 to £49,500 per annum, depending on experience.
• Flexible hours & hybrid working
• Opportunities for career progression in a regionally renowned tax department.
• Access to ongoing professional development and training.
• A supportive and collaborative working environment in Cheltenham.
• Benefits package to be confirmed, tailored to the needs of the successful candidate.

If you are ready to take the next step in your career as a Private Client Assistant Manager within the British accountancy practice space, we encourage you to apply today.