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Private Client Tax Assistant Manager

Posted 3 days 9 hours ago by HAYS

Permanent
Not Specified
Banking & Financial Services Jobs
Hampshire, Southampton, United Kingdom, SO140
Job 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 .
    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 UK. #
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