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Private Client Assistant Manager

Pro-Tax

Newcastle upon Tyne

Hybrid

GBP 45,000 - 50,000

Full time

3 days ago
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Job summary

Join a leading Top 10 accountancy firm as an Assistant Manager in Private Client Tax Services. This role offers the chance to work with high-net-worth clients, manage relationships, and contribute to business development within a supportive team environment. With a focus on professional development, you'll gain exposure to complex advisory matters and mentorship from senior leaders.

Benefits

Hybrid working
Professional development
Fully funded qualifications (ACA/CTA)

Qualifications

  • Experience in UK Private Client tax.
  • Exposure to tax advisory projects.

Responsibilities

  • Support high-net-worth clients with tax compliance and advisory services.
  • Manage client relationships and act as a key contact.
  • Participate in local business development.

Skills

Self-motivated
Client relationship management
Tax advisory

Education

ACA/CTA/ACCA qualified

Job description

Private Client Assistant Manager
Newcastle
£45,000 - £50,000 (hybrid working & wider benefits)

An exciting opportunity has arisen to join one of the UK's fastest-growing Top 10 accountancy firms as an Assistant Manager within their Private Client Tax Services team.

With a long-standing reputation for quality, innovation, and client care, this firm supports a broad and prestigious client base ranging from high-net-worth individuals and landed estates to international families and entrepreneurs.

Built on a culture of ambition, collaboration, and professional excellence, this is a fantastic opportunity to grow your career within a forward-thinking, national team.

Your new role:

  • Support a diverse portfolio of high-net-worth and ultra-high-net-worth clients, providing a mix of UK and international personal tax compliance and advisory services.
  • Managing client relationships and acting as a key point of contact for queries and HMRC correspondence.
  • Attend client meetings alongside partners and senior leaders.
  • Contribute to team discussions and support juniors with reviews and technical training.
  • Participate in local business development

Why join this firm?

  • Join one of the fastest-growing Top 10 UK firms with a strong reputation and national reach.
  • Work across four key private client segments- Entrepreneurs & Private Business, Family Office, International, and Landed Estates.
  • Exposure to complex advisory matters and early access to client meetings and decision-makers.
  • This firm invests heavily in professional development, from fully funded qualifications (ACA/CTA) to in-house training and mentorship from senior leaders. You won't just do the work, you'll understand it, grow from it, and lead it.

What you'll need to succeed:

  • ACA/CTA/ACCA qualified You will come from a professional services background having worked in UK Private Client tax, with experience and exposure to tax advisory projects.
  • Self-motivated, able to manage deadlines, and comfortable juggling multiple client needs.
  • Willingness to support and mentor junior staff and contribute to a positive team environment.

Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on 0161 5297 109 or email Victoria.walker@pro-tax.co.uk

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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