Private Client Tax Assistant Manager

Walker Lovell; East Midlands; On-site; GBP 45,000 - 65,000; Full time

Job summary

Walker Lovell is seeking a qualified private client advisor to join their team in East Midlands. The ideal candidate will have experience in private client tax within an accountancy practice and the ability to advise high-net-worth individuals and family businesses. Responsibilities include supporting tax advisory work, delivering complex planning engagements, and fostering relationships with clients. This role offers a chance to work closely with experienced professionals in a well-established firm with a supportive network.

Qualifications

• Experience working in private client tax within a UK accountancy practice.
• Demonstrable experience supporting private client advisory work.
• Experience advising high-net-worth individuals, directors, or family businesses.

Responsibilities

• Supporting private client tax advisory work for high-net-worth individuals.
• Delivery of tax planning across wealth structuring.
• Building trusted relationships with clients.

Skills

Private client tax advisory

Client relationship management

Tax planning

Collaboration

Education

CTA qualification or working towards

Job description

Seniority can be flexible for the right candidate with strong private client advisory experience.

Join a growing private client advisory team within a well-established Midlands accountancy and advisory firm advising entrepreneurs, directors, shareholders and high-net-worth individuals.

With a significant flow of advisory work already being generated within the private client team, this role offers the opportunity to work closely with an experienced Private Client Director on complex planning work while continuing to deepen your advisory expertise.

This is an opportunity for a private client specialist who already has advisory experience and wants to further develop their capability advising high-net-worth individuals, family businesses and trusts.

Why this firm

This well-established Midlands advisory and accountancy firm supports entrepreneurs, owner-managed businesses and high-net-worth individuals across the region. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach.

Private client advisory is a key part of the firm's offering. An experienced Private Client Director is generating significant advisory work across the region, creating the need for an additional specialist to support complex planning engagements and further strengthen the advisory capability within the team.

You will gain exposure to a wide range of client situations involving high-net-worth individuals, directors, shareholders and trusts while working closely with experienced advisers across the business.

What you'll be doing

• Supporting private client tax advisory work for high-net-worth individuals, entrepreneurs and trusts
• Supporting and delivering tax planning work across wealth structuring, succession and estate planning matters
• Building trusted relationships with clients and supporting partners on complex advisory engagements
• Collaborating with colleagues across the firm to deliver joined-up advisory solutions

What you'll bring

• Experience working in private client tax within a UK accountancy practice
• Demonstrable experience supporting private client advisory work
• Experience advising high-net-worth individuals, directors or family businesses
• CTA qualified or working towards qualification