Private Client Tax Assistant Manager Chichester Hybrid Working

Clark Wood - Tax Recruitment; Chichester; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Private Medical Insurance

Contributory pension

Life Assurance

Income protection

Health cash plan

Flexible benefits

Job summary

Clark Wood - Tax Recruitment is assisting in the search for a Private Client Tax Assistant Manager in Chichester. Hybrid working with three days in the office and two from home offers a solid pathway for progression toward Manager and beyond.

You will manage a diverse portfolio of private clients, handling personal tax compliance and advisory work, while developing leadership experience and direct client contact. Training and progression are clearly mapped.

Qualifications

• Experience in Private Client Tax compliance with advisory exposure.
• Strong client relationship management and communication skills.
• Ability to mentor junior staff and review work.

Responsibilities

• Manage a varied portfolio of private clients and act as primary contact.
• Prepare and review private client tax compliance work.
• Deliver Private Client Tax advisory assignments and identify planning opportunities.
• Attend client meetings and develop strong client relationships.
• Work with Partners and Directors across service lines and support complex advisory projects.
• Review work of junior team members and provide guidance on day-to-day tax issues.
• Oversee workflow, deadlines, WIP and client billing and keep up to date with HMRC guidance.

Skills

Client relationship management

Tax compliance

Advisory projects

Team leadership

Billing management

Education

ATT/CTA qualified

Job description

Private Client Tax Assistant Manager

Chichester | Hybrid Working | Excellent Progression

A leading Top 20 accountancy and advisory firm is looking to appoint a Private Client Tax Assistant Manager to join its growing team in Chichester.

This is an excellent opportunity for an experienced Private Client Tax professional looking to take greater ownership of their own portfolio while developing their advisory and management experience.

You’ll work with a diverse portfolio of private clients, combining high-quality personal tax compliance with a growing range of advisory projects. The position offers plenty of direct client contact and the opportunity to build trusted, long-term relationships while identifying additional tax planning opportunities.

With continued growth across the wider firm, there is also a clear pathway for someone looking to progress towards Manager and beyond.

The Role

You will take responsibility for managing a varied portfolio of private clients, acting as a primary point of contact and overseeing their ongoing personal tax requirements.

The role will include:

• Managing a diverse portfolio of private clients.
• Preparing and reviewing personal tax compliance work.
• Supporting and delivering Private Client Tax advisory assignments.
• Identifying tax planning and advisory opportunities within your portfolio.
• Attending client meetings and developing strong client relationships.
• Working closely with Partners, Directors and colleagues across other service lines.
• Supporting larger and more technically complex advisory projects.
• Reviewing work completed by junior members of the team.
• Providing technical guidance and day-to-day support to junior colleagues.
• Managing workflow, deadlines, WIP and client billing.
• Keeping up to date with changes in tax legislation and HMRC guidance.

There will also be opportunities to become involved in specialist areas depending on your interests, with agricultural and landed estate clients forming part of the wider client base.

The Ideal Candidate

You will ideally be ATT and/or CTA qualified, although candidates who are qualified by experience will also be considered.

You should have strong experience in Private Client Tax compliance together with some exposure to advisory work and be comfortable taking responsibility for client relationships.

Experience reviewing work and supporting more junior members of a tax team would be particularly beneficial.

You should be organised, commercially aware and confident communicating directly with clients.

Previous agricultural tax experience would be advantageous but is not essential, and candidates with an interest in developing within this area are equally encouraged to apply.

What’s On Offer?

This is a particularly strong opportunity for someone looking to make the step into an Assistant Manager position or an existing Assistant Manager wanting broader responsibility and a clearer route forward.

The firm offers hybrid working with three days in the office and two from home, alongside flexible working policies and a comprehensive benefits package.

You’ll also receive:

• Competitive salary
• 25.5 days' annual leave plus bank holidays
• Private Medical Insurance
• Contributory pension
• Life Assurance
• Income Protection
• Health Cash Plan
• Critical Illness Insurance
• Clear and mapped career progression
• Internal and external training
• Holiday purchase scheme
• Employee Assistance Programme
• Annual volunteering day

Most importantly, you’ll be joining a growing Private Client Tax team where you can continue developing technically, gain greater exposure to advisory work and build the leadership experience needed to progress towards Tax Manager.

For further information on this role or other Private Client Tax opportunities across Sussex and the South East, please contact David Elliot at Clark Wood.

0117 329 1051

[e-mail]

All enquiries are treated in the strictest confidence. If you’re considering a move but this particular opportunity isn’t quite right, please feel free to get in touch for a confidential discussion about the wider market.

Refer a Friend

We offer a £500 referral bonus for successful introductions, so if you know a Private Client Tax professional who may be interested, please get in touch.

#CWDE