Private Client Assistant Manager/ Manager
This position focuses on managing a portfolio of private clients, delivering both advisory and compliance services at a high technical level. You will also support the growth of the team through mentoring, business development, and cross-functional collaboration.
Client Details
This is a well-established and forward-thinking regional accountancy and advisory firm with multiple offices across the Midlands. The firm has built a strong reputation for delivering integrated tax, audit, and business advisory services to both private clients and businesses. Known for its collaborative culture and investment in people, the firm continues to grow its specialist tax offering, providing a supportive environment with clear progression opportunities.
Description
- Manage a portfolio of private clients, with a strong focus on advisory-led work
- Lead and deliver complex private client tax projects, preparing detailed reports
- Oversee personal tax compliance, ensuring accuracy and timely submissions
- Build and maintain strong client relationships, acting as a trusted advisor
- Identify opportunities to add value and support wider business development initiatives
- Mentor, train, and support junior members of the team
- Stay up to date with tax legislation and share technical knowledge internally
- Collaborate with other departments on cross-service client work
- Represent the firm through networking, events, and technical contributions
- CTA / ACA / ACCA qualified (or equivalent)
- Strong experience in private client tax, across both advisory and compliance
- Confident managing client relationships and delivering high-quality advice
- Experience mentoring or managing junior staff
- Strong technical knowledge across a range of private client tax matters
- Commercially aware with a proactive approach to identifying opportunities
- Excellent communication skills, both written and verbal
- Organised, with the ability to manage multiple priorities effectively
- Competitive salary and benefits package
- 25 days holiday + bank holidays, with option to purchase additional leave
- Clear progression pathway within a growing tax team
- Exposure to complex and advisory-led client work
- Flexible benefits including pension, life assurance, and wellbeing support
- Electric car and cycle-to-work schemes
- Ongoing training and development within a supportive environment
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