Private Client Tax Services Assistant Manager

TN United Kingdom; Southampton; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading firm in Southampton is seeking an Assistant Manager for their Private Client Tax Services team. This role involves delivering tailored tax advice to high net worth clients and requires strong communication and tax compliance skills. The position offers hybrid working with opportunities for professional development and client relationship building.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Qualifications

• Experience in a professional services or accountancy firm.
• Strong understanding of personal tax compliance.

Responsibilities

• Deliver high-quality advisory and compliance support to clients.
• Build and maintain relationships with senior management and clients.
• Identify tax planning opportunities and prepare client reports.

Skills

Communication

Tax Compliance

Client Relationship Management

Education

ACA

CTA

Job description

Private Client Tax Services Assistant Manager, Southampton

Client: SW Group

Location: Southampton, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: 227e5f6abfd9

Job Views: 2

Posted: 14.05.2025

Expiry Date: 28.06.2025

Job Description

We’re seeking talented Assistant Managers to join our Private Client Services team, delivering tailored, commercial tax advice to high net worth and ultra-high net worth families with complex UK and international affairs.

You’ll work closely with senior leaders, partners, and directors across our national business, with early opportunities to build direct client relationships and attend meetings alongside their advisors.

Our international Private Client Tax Services (PCTS) team supports clients across four key segments:

• Entrepreneurs & Private Business
• Family Office and Established Wealth
• International
• Landed Estates

You’ll gain experience across all areas, with the opportunity to specialise as you progress – making this an excellent career move for those looking to grow within a market-leading, collaborative, and client-focused team.

As part of our growth plans, we’re hiring in our Southampton office. These hybrid roles require in-office collaboration with our Private Client Tax team three days a week to support connection, development, and high-impact work.

Responsibilities

• Delivering high-quality advisory and compliance support to a portfolio of clients across our four key segments.
• Building and maintaining relationships with senior management, clients, and their advisors.
• Identifying tax planning opportunities, preparing client reports, and responding to ad-hoc personal tax queries.
• Supporting client meetings and contributing to strategic discussions that add value to the client relationship.
• Maintaining a sharp commercial focus by assisting with financial performance monitoring—revenue, billing, and cash collection.
• Ensuring compliance with S&W tax cycle procedures, including maintaining accurate client data and billing records.
• Engaging in internal training and progressing your professional qualifications.
• Contributing to business development efforts, including local networking and brand-building opportunities.

Qualifications

• Experience within a professional services or accountancy firm, ideally in a private client tax environment.
• Strong understanding of personal tax compliance and the ability to meet deadlines while responding effectively to client needs.
• Proven ability to manage workloads, prioritise tasks, and perform under pressure in a deadline-driven environment.
• Clear and confident written communication skills, with the ability to explain technical issues in a client-friendly way.
• ACA, CTA, or equivalent qualification.

Desired Skills

• Exposure to personal tax planning or advisory work alongside compliance responsibilities.
• Experience supervising junior team members and supporting senior colleagues across engagements.
• Willingness to engage in professional development and contribute to a high-performing, collaborative team culture.

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. We welcome applications from all backgrounds and are happy to make reasonable adjustments throughout the application process.