Private Client Tax Assistant Manager

• Manage a varied portfolio of private clients, acting as their primary point of contact.
• Deliver personal tax compliance and contribute to advisory work.
• Ensure all client work is completed in line with agreed budgets and internal standards such as The KR Way and Life of a Tax Return.
• Develop and maintain up-to-date technical knowledge through training, research, monitoring changes in legislation and HMRC policy.
• Liaise with internal teams on client matters and build your internal profile among partners and directors across service lines.
• Attend client meetings and play a key role in relationship and workflow management.
• Monitor work-in-progress (WIP) and manage client billing effectively.
• General advisory opportunities within your portfolio by building your relationships with clients. This may be in private client tax or more broadly across the firm's service offering.
• Support one-off compliance and advisory assignments as needed.
• Supervise junior members of the team involved in the delivery of private client tax work.

Requirements

• CTA and/or ATT qualified, or qualified by experience.
• Strong private client tax compliance knowledge with advisory experience.
• Excellent communication skills and the ability to build strong client relationships.
• Proactive, organised and detail-oriented, with good commercial awareness.
• Experience reviewing work and supporting junior team members.
• Experience in or an interest in the agricultural sector is desirable.

Core Competencies

Demonstrates expertise in private client tax compliance and advisory services, with a strong focus on client relationship management and effective team supervision. Maintains up-to-date knowledge of tax legislation and policies while ensuring compliance with internal standards.

Highest-signal resume keywords

• Private Client Tax Compliance
• Advisory Experience
• CTA/ATT Qualified
• Client Relationship Management
• Team Supervision

ATS Optimization Keywords Hard Skills

• Tax Compliance
• Advisory Services
• Budget Management
• Work-In-Progress Monitoring
• Client Billing Management

Soft Skills

• Excellent Communication
• Proactive
• Organised
• Detail-Oriented
• Commercial Awareness

Certifications & Qualifications

• CTA
• ATT

Industry Keywords

• Private Clients
• Agricultural Sector
• HMRC Policy
• Internal Standards
• Client Meetings