Open role
Private Client Tax Assistant Manager
- Aggregated by CV-Library
- CB2, Cambridge, Cambridgeshire
- Permanent
- Full Time
- £45,000 - £55,000 Per Annum
Job Description
NXTGEN are excited to be partnering with a highly respected and growing Accountancy Practice to recruit a Private Client Tax Assistant Manager into their expanding tax team. This is a fantastic opportunity for an experienced Private Client Tax professional looking to step into a role with greater ownership, stronger client relationships, and a clear pathway for progression within a firm that genuinely invests in its people.
This is far more than a compliance focused position. You'll take ownership of a varied portfolio of private clients, providing high quality tax advice while working closely with Managers and Partners on more complex planning matters. Alongside this, you'll play an important role in developing junior members of the team, building long term client relationships, and contributing to the continued growth of an ambitious and collaborative tax function.
Whether you're an experienced Tax Senior ready to make the move into management, or already operating at Assistant Manager level and looking for a fresh challenge with broader exposure, this is an opportunity well worth exploring.
Key Responsibilities:
* Managing your own portfolio of Private Client Tax clients, ensuring work is delivered to a high standard and within agreed deadlines
* Reviewing complex personal tax returns and approving final submissions before issue to clients
* Providing advice across a range of personal tax matters, identifying planning opportunities and supporting more complex advisory work
* Building strong, long term relationships with clients and becoming a trusted point of contact throughout the compliance cycle
* Attending client meetings, discussing tax matters, and supporting wider tax planning opportunities
* Reviewing work in progress, monitoring budgets, and supporting fee discussions where appropriate
* Identifying changes in client requirements and supporting the development of additional service opportunities
* Coaching, mentoring, and providing technical support to junior members of the team
* Reviewing the work of Tax Seniors and assisting with their ongoing development and performance
* Supporting business development initiatives, attending networking events, and helping to strengthen the firm's presence within the local market
* Working closely with Managers and Partners on technical advisory projects and more complex tax matters
What we're looking for:
* ATT, CTA, ACA, ACCA or equivalent qualified, or qualified by experience
* Strong Private Client Tax experience gained within a UK accountancy practice
* Experience managing or reviewing personal tax compliance work for a varied client portfolio
* Good knowledge of UK personal tax legislation and an interest in tax planning
* Confident building long term client relationships and leading client discussions
* Experience mentoring or supporting junior members of the team
* Strong organisational skills with the ability to manage multiple deadlines and competing priorities
* A proactive, commercially minded approach with a genuine passion for delivering excellent client service
What's on offer:
* Competitive salary and comprehensive benefits package
* Hybrid and flexible working
* Clear progression opportunities within a growing and ambitious tax team
* Exposure to a varied portfolio of high quality private clients
* Ongoing professional development and technical training
* A collaborative and supportive culture where your ideas and development are genuinely valued
* The opportunity to play an important role in the continued growth of a highly regarded Private Client Tax team
If you're looking for a Private Client Tax role that offers greater responsibility, stronger client exposure, and genuine opportunities to progress your career within a supportive and forward thinking firm, this is an excellent opportunity to take that next step
This is far more than a compliance focused position. You'll take ownership of a varied portfolio of private clients, providing high quality tax advice while working closely with Managers and Partners on more complex planning matters. Alongside this, you'll play an important role in developing junior members of the team, building long term client relationships, and contributing to the continued growth of an ambitious and collaborative tax function.
Whether you're an experienced Tax Senior ready to make the move into management, or already operating at Assistant Manager level and looking for a fresh challenge with broader exposure, this is an opportunity well worth exploring.
Key Responsibilities:
* Managing your own portfolio of Private Client Tax clients, ensuring work is delivered to a high standard and within agreed deadlines
* Reviewing complex personal tax returns and approving final submissions before issue to clients
* Providing advice across a range of personal tax matters, identifying planning opportunities and supporting more complex advisory work
* Building strong, long term relationships with clients and becoming a trusted point of contact throughout the compliance cycle
* Attending client meetings, discussing tax matters, and supporting wider tax planning opportunities
* Reviewing work in progress, monitoring budgets, and supporting fee discussions where appropriate
* Identifying changes in client requirements and supporting the development of additional service opportunities
* Coaching, mentoring, and providing technical support to junior members of the team
* Reviewing the work of Tax Seniors and assisting with their ongoing development and performance
* Supporting business development initiatives, attending networking events, and helping to strengthen the firm's presence within the local market
* Working closely with Managers and Partners on technical advisory projects and more complex tax matters
What we're looking for:
* ATT, CTA, ACA, ACCA or equivalent qualified, or qualified by experience
* Strong Private Client Tax experience gained within a UK accountancy practice
* Experience managing or reviewing personal tax compliance work for a varied client portfolio
* Good knowledge of UK personal tax legislation and an interest in tax planning
* Confident building long term client relationships and leading client discussions
* Experience mentoring or supporting junior members of the team
* Strong organisational skills with the ability to manage multiple deadlines and competing priorities
* A proactive, commercially minded approach with a genuine passion for delivering excellent client service
What's on offer:
* Competitive salary and comprehensive benefits package
* Hybrid and flexible working
* Clear progression opportunities within a growing and ambitious tax team
* Exposure to a varied portfolio of high quality private clients
* Ongoing professional development and technical training
* A collaborative and supportive culture where your ideas and development are genuinely valued
* The opportunity to play an important role in the continued growth of a highly regarded Private Client Tax team
If you're looking for a Private Client Tax role that offers greater responsibility, stronger client exposure, and genuine opportunities to progress your career within a supportive and forward thinking firm, this is an excellent opportunity to take that next step