Sector: Tax & Treasury

Location: Central London

Type: Permanent

Ref: BBBH71634_1743088256

Salary: £55000.00 - £60000.00 per annum

Private Client Assistant Manager

Are you looking to develop your career within a nurturing environment where you can flourish? Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business?

We have partnered with a leading tax, accountancy and business advisory client founded on integrity and technical expertise, who are looking to expand their team.

Our clients' values ensure an excellent level of service to all their valued clientele through a fantastic team of high-quality individuals who can combine personal integrity with outstanding technical expertise & their ethos supports this with the business.

The culture and ethos of the business is exceptional and they are seeking talented individuals who can reflect the values of the company and work collaboratively to reflect this. In return they provide a very supportive flexible working environment & flexible benefits, competitive package and plenty of potential to flourish and develop within the business.

As a Private Client Assistant Manager you will be the first point of contact for your portfolio of clients and will work in liaison with your colleagues for the delivery of annual tax compliance work and identify planning opportunities. Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations, alongside management of the WIP and client billing. The role will also include identification of planning opportunities and preparation of reports for clients.

Experience and education requirements:

• Experience gained within a professional services firm.


• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.


• ACA / ATT / CTA or equivalent qualification.

Your journey will continue via mentorship by the senior management team to provide soft skills development to include client and staff management. Personal coaching will also be available as your journey continues beyond formal qualifications.

If this role is right for you, please apply and we look forward to speaking with you.