About

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.Assist in business development initiatives, identifying opportunities to grow the firm's tax services. Profile 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,