Private Client Assistant Tax Manager
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What you'll do
- Work collaboratively alongside senior team members and Partners to deliver high-quality, tailored private client tax planning and advisory solutions.
- Take personal ownership of a varied advisory portfolio, identifying complex tax planning opportunities and mitigating risk for high-net-worth individuals.
- Act as a key technical point of contact for clients, leading consultations, shaping strategic tax discussions, and translating complex technical jargon into actionable advice.
- Drive local business development efforts across Kent by actively participating in external networking events and building long-term referral relationships.
- Support the development and technical growth of junior staff members, providing mentoring, coaching, and work-review support to foster team capability.
- Contribute proactively to the commercial expansion of the private client service line, managing assignment workflows effectively within agreed timeframes and client budgets.
What they're looking for
- Work collaboratively alongside senior team members and Partners to deliver high-quality, tailored private client tax planning and advisory solutions.
- Take personal ownership of a varied advisory portfolio, identifying complex tax planning opportunities and mitigating risk for high-net-worth individuals.
- Act as a key technical point of contact for clients, leading consultations, shaping strategic tax discussions, and translating complex technical jargon into actionable advice.
- Drive local business development efforts across Kent by actively participating in external networking events and building long-term referral relationships.
- Support the development and technical growth of junior staff members, providing mentoring, coaching, and work-review support to foster team capability.
- Contribute proactively to the commercial expansion of the private client service line, managing assignment workflows effectively within agreed timeframes and client budgets.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Private Client Tax Advisory Assistant Manager | Top 50 Firm | Canterbury
This award-winning, B Corp certified Top 50 professional services firm balances a distinguished 200-year heritage with a highly progressive approach to accounting, business advisory, and private client wealth management. Operating across prominent office locations in London, Kent, and Sussex, the firm centers its vision on guiding clients, colleagues, and local communities toward a brighter future. Known for a collaborative, high-performance environment, they combine a sophisticated regional presence of nearly 100 dedicated tax professionals with a strong commitment to modern, flexible working practices and comprehensive social impact initiatives.
Responsibilities
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Work collaboratively alongside senior team members and Partners to deliver high-quality, tailored private client tax planning and advisory solutions.
-
Take personal ownership of a varied advisory portfolio, identifying complex tax planning opportunities and mitigating risk for high-net-worth individuals.
-
Act as a key technical point of contact for clients, leading consultations, shaping strategic tax discussions, and translating complex technical jargon into actionable advice.
-
Drive local business development efforts across Kent by actively participating in external networking events and building long-term referral relationships.
-
Support the development and technical growth of junior staff members, providing mentoring, coaching, and work-review support to foster team capability.
-
Contribute proactively to the commercial expansion of the private client service line, managing assignment workflows effectively within agreed timeframes and client budgets.
What You’ll Receive
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Explicit Hybrid Structure: 3 days office-based and 2 days working from home per week.
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Annual Leave Allowance: 25.5 days annual holiday plus statutory bank holidays.
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Holiday Flexibility: Dedicated annual holiday buying scheme options.
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Paid Volunteering Leave: 1 extra paid day off each year dedicated to charitable community initiatives.
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Health and Protection: Private Medical Insurance, Critical Illness Insurance, and a corporate Health Cash Plan.
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Commuter Assistance: Optional interest-free vehicle loans or interest-free season ticket loans for London business travel.
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Company
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