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Private client tax assistant manager

Southampton
Assistant manager
Posted: 6h ago
Offer description

Private Client Tax Assistant Manager role with a leading advisory firm. Join a dynamic, expert team About Our Client Our client is a leading accountancy and business advisory firm, known for delivering high-quality, tailored advice to individuals, families, entrepreneurs, and owner-managed businesses. With a strong global network and a reputation for excellence, they support clients in navigating complex tax landscapes while building long-term, trusted relationships. The Opportunity This is an exciting opportunity to join a rapidly growing Private Client Services team as an Assistant Manager. You will play a key role in delivering UK tax compliance and advisory services to a diverse portfolio of high-net-worth individuals (HNWIs), families, entrepreneurs, private equity clients, and trusts. The role offers a balance of compliance and advisory work, with a long-term focus on expanding advisory responsibilities. Key Responsibilities Act as a primary point of contact for clients, alongside Partners, ensuring timely and proactive communication. Manage a varied portfolio of clients, overseeing both compliance and advisory projects. Deliver clear, concise, and practical tax advice on complex matters. Review work prepared by junior team members and provide constructive feedback. Liaise with HMRC and ensure assignments are completed within budget and to the highest quality standards. Identify risks and opportunities, escalating or acting on them as appropriate. Support Partners and Directors in business development, proposals, and client relationship management. Contribute to the management and development of the team, including mentoring and training junior staff. About You CTA and/or ACA qualified (or equivalent), with demonstrable post-qualification experience. Strong technical expertise in private client tax. Proven ability to manage client relationships and deliver high-quality service. Commercially astute with experience managing billing and cash collection. A collaborative team player who can also work independently. Experience in business development and contributing to proposals is desirable. Excellent communication and interpersonal skills. Why Join? Work with a diverse and prestigious client base across the UK and internationally. Be part of a collaborative, people-focused culture that values your contributions. Access to structured career development and mentoring opportunities. Flexible, agile working arrangements to support work-life balance. A chance to shape the future of a growing team and make a real impact. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or feel free to call Lorna Pilling directly on 07900 224915. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Please note: This role does not offer visa sponsorship. Applicants must have the right to work in the U K. 4700316

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