Job type
PermanentLocation
SouthamptonWorking Pattern
Flexible Working,Full-timeSpecialism
Tax And TreasuryIndustry
Accountancy FirmsPay
Competitive Salary plus Benefits
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.
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.
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 07900 224915.
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 07900 224915.
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.
