Job Description

The role of Private Client Assistant Tax Manager involves supporting a professional services team by managing private client tax matters and providing tailored advice to clients. The position is based in Southampton and offers the opportunity to work in a hybrid environment.

• Manage private client tax compliance and advisory work.
• Provide tailored tax planning advice to high-net-worth individuals.
• Assist with the preparation and review of personal tax returns.
• Support clients with inheritance tax and capital gains tax planning.
• Collaborate with colleagues to ensure seamless client service delivery.
• Keep up to date with changes in tax legislation and inform clients accordingly.
• Identify opportunities for tax planning within the current client base.
• Assist in mentoring junior staff members on tax-related matters.

Excellent opportunityJoin a leading regional firm that offers excellent career progression
A successful Private Client Assistant Tax Manager should have:

• A relevant qualification in accounting or tax (e.g., ATT, CTA, or similar).
• Experience in managing private client tax matters within professional services.
• Strong understanding of UK tax legislation, including inheritance and capital gains tax.
• Excellent attention to detail and organisational skills.
• The ability to build and maintain strong client relationships.
• A proactive approach to identifying and solving client tax issues.

This organisation is a small-sized professional services firm specialising in accounting and finance. They are known for providing bespoke solutions to clients and fostering a collaborative and supportive work environment.

• A competitive salary in the range of 42,000 to 55,000 per annum.
• Hybrid working arrangements to support work-life balance.
• Generous holiday leave entitlement.
• A supportive and collaborative company culture.
• Opportunities for professional development and career progression.

This is an excellent opportunity to join a professional services firm in Southampton as a Private Client Assistant Tax Manager. If this role aligns with your expertise, we encourage you to apply today.

Skills Required