Private Client Assistant Manager

7 days ago

Cheltenham, United Kingdom ACCA Careers Full time

Join to apply for the Private Client Assistant Manager role at ACCA Careers This Private Client Assistant Manager role is based in Cheltenham and 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 who are looking to further develop their advisory experience within a supportive and professional environment. The firm is a medium‑sized, highly regarded accountancy practice known for its expertise in tax, audit and advisory services and for fostering career progression within a collaborative team. Responsibilities 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. Qualifications 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. Job Offer A competitive salary in the range of £42,000–£49,500 per annum, depending on experience. Flexible hours and 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. #J-18808-Ljbffr

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