Private Client Assistant Manager

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

Job summary

A Cheltenham-based accountancy practice seeks a Private Client Assistant Manager to deliver tailored tax advice and compliance services to a diverse client portfolio. Ideal candidates will have a strong background in tax compliance, excellent communication skills, and a professional qualification in taxation or accountancy.

Benefits

Flexible hours & hybrid working

Access to ongoing professional development and training

Opportunities for career progression

Supportive and collaborative working environment

Qualifications

• Professional qualification in tax or accountancy (e.g., CTA, ACA, ACCA).
• Proven experience in private client tax advisory and compliance.
• Strong technical knowledge of personal taxation.

Responsibilities

• Manage a portfolio of private client tax cases.
• Provide tailored tax advisory services.
• Assist with tax planning opportunities.

Skills

Client Relationship Management

Tax Planning

Communication

Project Management

Education

CTA, ACA, or ACCA qualification

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.

Client Details

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.