Back to search

Private Client Assistant Manager

Cheltenham Permanent £42,000 - £49,500 per year View Job Description
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.
  • Start your management journey with a progressive, modern firm
  • Expand on your tax advisory and business development experience

About Our Client

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.

Job 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.

The Successful Applicant

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.

What's on 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.

Contact
Doug McGarvey
Quote job ref
JN-052025-6746575
Phone number
07811005917

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Cheltenham
Contract type
Permanent
Consultant name
Doug McGarvey
Consultant phone
07811005917
Job reference
JN-052025-6746575