Private Client Tax Assistant Manager - Derby

Pro-Tax; East Midlands; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A leading provider of tax services seeks a Private Client Tax Assistant Manager in Derby. This role involves managing a portfolio of clients and providing expert advice on tax issues like inheritance and capital gains. The firm offers a supportive environment for professional progression, aiming for higher qualifications while maintaining high standards in client relationships.

Qualifications

• Candidates should ideally hold the ATT qualification.
• Support for the CTA will be offered.

Responsibilities

• Manage an established portfolio of clients.
• Provide expert advice on various tax matters.
• Deliver exceptional relationship management to clients.

Skills

Client relationship management

Inheritance tax knowledge

Capital gains tax knowledge

Trusts knowledge

Non-domiciled issues knowledge

Education

ATT qualification

Job description

Private Client Tax Assistant Manager - Derby (Flexible Remote Work)

Salary: Up to £50,000 + Benefits

Join a leading provider of personal tax services as they expand their Private Client Tax team in Derby. We are seeking a driven and ambitious Private Client Tax Assistant Manager to join this prestigious firm, renowned for its expertise in Private Client Tax. This role offers a unique opportunity for career progression within a rapidly growing team.

Over the past five years, the firm has seen remarkable success in client acquisition, becoming the top choice for tax advice across the Midlands. Our clients include High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWI's) Entrepreneurs, Partnerhsip, Family Office and more. With a robust training programme designed to fast-track Tax Managers to Director-level positions, this role offers a clear path to a rewarding and lucrative career.

As a Private Client Tax Assistant Manager, you will manage an established portfolio of clients, providing expert advice on inheritance tax, capital gains tax, Trusts, and non-domiciled issues. This client‑facing role requires a commitment to maintaining the firm’s high standards and delivering exceptional relationship management to a diverse range of private clients.

To be considered for this opportunity, candidates should ideally hold the ATT qualification. Support for the CTA will be offered.

Interested candidates, please send your CV and contact details to [e-mail].

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.