Private Client Assistant Manager

Michael Page (UK); Cheltenham; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A Cheltenham-based accountancy firm is hiring for a Private Client Assistant Manager to provide tax advice and compliance services. With a focus on high-net-worth clients, the role offers a supportive environment, career progression, and a competitive salary, ideal for those looking to grow their tax advisory expertise.

Benefits

Flexible hours

Hybrid working

Opportunities for career progression

Professional development and training

Collaborative working environment

Qualifications

• Professional qualification in tax or accountancy is required.
• Experience in private client tax advisory and compliance is essential.
• Knowledge of personal taxation, such as inheritance and capital gains tax.

Responsibilities

• Manage a portfolio of private client tax cases and ensure compliance.
• Provide tailored tax advisory services to high-net-worth individuals.
• Support the preparation of complex tax returns and review work from juniors.

Skills

Communication

Tax Planning

Client Relationship Management

Education

CTA

ACA

ACCA

Job description

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.

Description

• 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.

Profile

A successful Private Client Assistant Manager should have:

• 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.

Job Offer

• A competitive salary in the range of £42,000 to £49500 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.