Private Client Tax Assistant Manager - Guildford

Pro-Tax; Guildford; On-site; GBP 45,000 - 65,000; Full time

Job summary

A dynamic tax advisory firm in Guildford is seeking a motivated individual to manage private client tax services for trusts, individuals, and families. You will play a vital role in offering high-level tax advice and building strong client relationships. The ideal candidate should have a degree or equivalent qualifications, along with experience in managing significant client portfolios. This is a fantastic opportunity for professional growth within a supportive team environment.

Qualifications

• Experience managing or supporting a significant client portfolio.
• Confident in supervising, training, and mentoring others.
• Keen to take on increasing responsibilities in a dynamic environment.

Responsibilities

• Manage a diverse portfolio of clients and oversee WIP processes.
• Advise on complex UK tax matters and strategic restructuring.
• Identify risks and business development opportunities.

Skills

Tax advisory

Client relationship management

Supervisory skills

Education

Degree level education or CTA/ACA qualified

Job description

This dynamic Private Client Team offers an exciting opportunity to manage the private client tax services for trusts, individuals, families, and entrepreneurs. You'll not only tackle a constantly evolving range of technical challenges but also build lasting relationships, becoming a trusted advisor who directly shapes clients' tax strategies

Why Choose this firm for Your Career Progression?

• Exposure to Advisory: You'll play a key role in providing high-level tax advice, from succession planning to complex restructuring projects, gaining the experience necessary to grow as a strategic advisor.
• Fast‑Track Progression: With their rapidly expanding team, you'll have the chance to quickly advance, taking on increasing responsibilities and managing a substantial client portfolio from day one.
• Mentorship & Development: Be part of a culture where you'll guide, mentor, and supervise less experienced colleagues, while benefiting from continuous training and support to grow your expertise.

You Will Thrive If You:

• Are educated to degree level and/or are CTA, ACA qualified (or equivalent).
• Have experience managing or supporting a manager with a significant client portfolio.
• Are confident in supervising, training, and mentoring others.
• Are keen to take on increasing responsibility, including managing projects of varying scale and complexity.

Your Role Includes:

• Managing a diverse portfolio of clients, including overseeing WIP and billing processes.
• Advising on a broad range of tax matters, including complex UK tax computations, returns, and strategic restructuring.
• Identifying risks, technical issues, and business development opportunities while adhering to the firm's quality control procedures.
• Building strong, lasting relationships with clients, earning their trust and ensuring their confidence in the firm's services.

Step into a role where your advisory skills will shine, and your career will accelerate alongside a team that values progression and development! Please send your cv to Jennifer at [e-mail]

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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.