Private Client Assistant Tax Manager

Austin Rose; Canterbury; Hybride; GBP 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Private Medical Insurance

Critical Illness Cover

Volunteer day

CPD & training

Résumé du poste

Austin Rose in Canterbury is seeking a Private Client Assistant Tax Manager to lead bespoke tax planning for high-net-worth clients. You will work with Senior Managers and Partners, delivering strategic advisory sessions and supporting regional business development.

The role emphasizes delivering complex tax structuring, reviewing computations, and mentoring junior staff within a Top 50 firm known for professional development and a hybrid working model.

Qualifications

• CTA-qualified tax specialist with private client experience.
• Ability to deliver bespoke tax planning for high-net-worth individuals.
• Strong advisory and client relationship capabilities.

Responsabilités

• Provide bespoke private client tax planning and advisory solutions.
• Maintain and develop long-term client relationships as a trusted advisor.
• Lead client meetings with Senior Managers and Partners.
• Support business development and cross-office collaboration.
• Guide junior team members and manage advisory project workflow.

Connaissances

Private client tax

Client relationships

Tax advisory

Leadership

Formation

CTA qualification

Description du poste

Private Client Assistant Tax Manager | Top 50 Firm | Canterbury

Are you a CTA qualified tax specialist looking to elevate your career within a dedicated private client advisory practice? Are you seeking an influential role where you will deliver bespoke tax planning solutions to high-net-worth individuals, while enjoying flexible hybrid working and a direct route for professional advancement?

As a Private Client Assistant Tax Manager, you will play a central role in driving high-value advisory projects and managing relationships across a varied portfolio of private clients, family offices, and business owners. Based in Kent, you will collaborate closely with Senior Managers and Partners to deliver complex tax structuring advice, participate in client-facing advisory sessions, and support strategic business development initiatives across the region.

About the Firm

This Top 50 Firm is an award-winning professional services practice with a strong presence across London and the South East. Recognized for its commitment to high technical standards, ESG, and sustainable business practices, the firm delivers full-scope private client, corporate tax, assurance, and wealth advisory services. Combining deep technical expertise with a collaborative culture, the practice provides structured career progression and ongoing professional support.

Responsibilities

• Provide tailored, high-quality tax planning and advisory solutions to private clients and high-net-worth individuals.

• Maintain and develop long‑term client relationships, acting as a trusted key advisor on complex personal tax matters.

• Lead client meetings and present strategic tax advisory solutions alongside Senior Managers and Partners.

• Assist in driving regional business development initiatives, networking, and building external intermediary contacts.

• Collaborate with multi-disciplinary teams across tax and wealth management to deliver integrated solutions.

• Support line managers by assisting and guiding junior team members on technical client assignments.

• Manage portfolio workflow effectively to ensure advisory projects are delivered on time and within budget.

As a Private Client Assistant Tax Manager you will:

• Deliver specialized advice across capital gains tax, inheritance tax planning, trusts, and domicile considerations.

• Review complex personal tax computations and advisory reports prior to partner sign-off.

• Conduct technical tax research on legislative changes to identify proactive planning opportunities for clients.

• Build strong internal connections across the firm's offices to facilitate cross‑referrals and client growth.

• Support team workflow and resource allocation across key advisory assignments.

What You’ll Receive

• 25.5 days annual leave (plus public holidays), with option to buy/sell holiday.

• Hybrid working model (3 days in office / 2 days working from home).

• Private Medical Insurance and Critical Illness Cover.

• 1 extra paid day off per year for volunteering.

• 100% employer-supported continuous professional development and training courses.