Private Client Assistant Manager
7 days ago
Cheltenham
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. Client Details 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. 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. 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 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.