This Private Client Assistant Manager role for a Cheltenham-based accountancy practice focuses on delivering tailored tax advice and compliance services to a diverse portfolio of clients. The position is ideal for individuals with a strong background in tax compliance, looking to further develop their advisory experience in a supportive and professional environment.
Client Details
This opportunity is with a highly regarded accountancy firm. They are a medium-sized organisation known for their expertise in tax, audit, and advisory services. The company prides itself on offering exceptional client service and fostering career progression within a collaborative team.
Description
* Manage a portfolio of private client tax cases, ensuring timely and accurate compliance services.
* Provide tailored tax advisory services to high-net-worth individuals, trusts, and partnerships.
* Assist with tax planning opportunities, including inheritance tax, capital gains tax, and income tax.
* Develop and maintain strong relationships with clients, acting as a key point of contact for tax matters.
* Support the preparation of complex tax returns and review work completed by junior team members.
* Collaborate with colleagues across departments to provide comprehensive solutions to client needs.
* Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and the team.
* Assist in business development initiatives, identifying opportunities to grow the firm's tax services.
Profile
A successful Private Client Assistant Manager should have:
* A professional qualification in tax or accountancy (e.g., CTA, ACA, or ACCA).
* Proven experience in private client tax advisory and compliance within the professional services industry - UK-based.
* Strong technical knowledge of personal taxation, including inheritance tax and capital gains tax.
* Excellent communication skills to build and maintain client relationships.
* An ability to manage multiple projects and meet deadlines effectively.
* A proactive approach to identifying tax planning opportunities for clients.
Job Offer
* A competitive salary in the range of £42,000 to £49500 per annum, depending on experience.
* Flexible hours & hybrid working
* Opportunities for career progression in a regionally renowned tax department.
* Access to ongoing professional development and training.
* A supportive and collaborative working environment in Cheltenham.
* Benefits package to be confirmed, tailored to the needs of the successful candidate.
If you are ready to take the next step in your career as a Private Client Assistant Manager within the British accountancy practice space, we encourage you to apply today.
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