Overview
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.
