Family Office​/Private Client - Tax Manager

Family Office / Private Client - Tax Manager

An exciting opportunity has arisen for a Family Office and Private Client Tax Assistant Manager to join a respected professional services firm in Reading. You’ll work within a national team of over 150 specialists, collaborating with experienced leaders to serve high-net-worth individuals, entrepreneurs, and private equity professionals. The firm offers an inclusive culture, flexible working, career progression, and ongoing training to support your growth and expertise.

• Join a collaborative national team of over 150 professionals dedicated to providing bespoke tax solutions for high-net-worth clients, including business owners, executives, and private equity leaders.
• Benefit from a supportive workplace that champions diversity, inclusion, and flexible working opportunities while encouraging your professional development through structured training and mentorship.
• Work on complex personal tax matters across inheritance tax, capital gains tax, income tax, international issues, trusts, estates, and partnerships—making a real impact on clients’ financial futures.

As a Family Office and Private Client Tax Assistant Manager based in Reading, you will play an integral role in delivering expert personal tax services to an impressive array of clients. Your day‑to‑day activities will involve managing complex portfolios that span various industries and jurisdictions. You will have the opportunity to provide comprehensive advice on inheritance tax planning, capital gains strategies, income tax compliance, international taxation issues, as well as guidance for trusts and partnerships.

By leveraging your analytical abilities and commercial acumen, you will develop innovative solutions tailored to each client’s needs.

• Deliver a consistently high-quality personal tax service to a diverse portfolio of high-net-worth individuals and families with complex needs.
• Manage a varied client base including stakeholders in privately owned businesses, senior executives of multinational firms, landed estates, private equity professionals, trusts, estates, and partnerships.
• Provide insightful personal tax advice across multiple areas such as inheritance tax planning, capital gains tax optimisation, income tax compliance, international taxation matters, and more.
• Identify opportunities to offer tailored advice by understanding each client’s unique circumstances and proactively suggesting relevant solutions.
• Apply original thinking to solve intricate tax problems by developing bespoke strategies for one‑off assignments or ongoing advisory projects.
• Project manage multiple concurrent tax advisory assignments ensuring all deadlines are met while maintaining rigorous risk management and compliance standards.
• Oversee work in progress by managing billing processes efficiently and ensuring prompt cash collection from clients.
• Support the performance management and career development of partly qualified or newly qualified staff members through coaching and constructive feedback.
• Collaborate closely with colleagues across the national team to share knowledge and best practices for the benefit of clients and the wider group.

To excel as a Family Office and Private Client Tax Assistant Manager in this leading professional services environment, you will bring not only technical expertise but also empathy for client needs. Your background may include formal qualifications such as ATT, CTA, or ACA/ACCA; however, those who have developed deep expertise through hands‑on experience are equally encouraged to apply. Your success will be underpinned by your ability to analyse complex scenarios thoughtfully while communicating clearly with both clients and colleagues.

A collaborative spirit is essential as you work closely with others across the national team—sharing insights generously for mutual benefit.

• Hold a recognised qualification as an accountant or tax adviser (such as ATT, CTA or ACA/ACCA), or possess significant experience gained within a personal tax-focused environment supporting…