At a Glance
- Tasks: Provide tax advisory services to high-net-worth clients and manage compliance portfolios.
- Company: Join a top-ranked UK professional services firm with a collaborative culture.
- Benefits: Flexible working, generous holiday allowance, and support for professional qualifications.
- Other info: Dynamic environment with opportunities for training and career growth.
- Why this job: Make a real impact by advising wealthy individuals and families on complex tax matters.
- Qualifications: ACA or CTA qualified (or working towards), with strong tax compliance knowledge.
The predicted salary is between 45000 - 55000 £ per year.
Are you looking to develop your career in private client tax, working with complex and high-value client relationships? This is an exciting opportunity to join a specialist team supporting wealthy individuals and their families.
The Opportunity
You’ll join a well-established UK Private Client team that provides a wide range of advisory and personal tax compliance services to individuals and their family structures. In this role, you’ll predominantly support senior stakeholders while working with a growing portfolio of high-net-worth and ultra-high-net-worth UK-based families. Your focus will be on delivering exceptional client service - combining technical expertise with a proactive and client-centric approach. You’ll play a key role in ensuring clients receive high-quality, tailored advice that delivers real value.
What You’ll Be Doing
- Provide tax advisory services to complex private client groups, including individuals, families, trusts, investment companies, and other structures.
- Manage a portfolio of compliance clients, including review responsibilities depending on your experience.
- Act as a key point of contact for clients, working closely with senior stakeholders and supporting engagement leads.
- Coordinate a full suite of services for clients, including accounts, payroll, and corporate tax compliance.
- Respond to client queries and liaise with external professionals such as lawyers, investment managers, and bankers.
- Collaborate with internal teams to ensure seamless and timely delivery of work.
- Ensure all deliverables are completed accurately and within agreed timeframes.
- Manage client budgeting and invoicing processes.
- Support and contribute to staff training and development.
- Build relationships through networking with intermediaries and professional contacts.
- Gain exposure to additional advisory areas such as forensic accounting and business valuation.
The Team
You’ll be part of a collaborative Private Client team advising high-net-worth and ultra-high-net-worth UK families on a broad range of tax matters - from annual compliance through to complex wealth structuring and succession planning. The team works across a variety of client needs, including personal tax, partnerships, trust structures, estates, landed estates, and corporate entities. This diversity of work ensures a dynamic and intellectually engaging environment. Supported by experienced senior professionals, the team emphasises high-quality, technology-enabled client service and strong collaboration.
What You’ll Bring
- ACA or CTA qualified (or equivalent), or working towards a relevant qualification.
- Experience within a private client or professional services environment.
- Strong technical knowledge in tax compliance, with broader advisory exposure being advantageous.
- A proactive, enthusiastic, and solutions-focused mindset.
- Excellent organisational skills with the ability to manage multiple deadlines across a varied client portfolio.
- Strong interpersonal skills, with the ability to build credibility and relationships at all levels.
- Commercial awareness and a clear understanding of client needs.
- Ability to work independently while also contributing effectively within a team.
- High attention to detail and strong time management skills.
- Experience with systems such as Excel, Word, and other tax or accounts software is beneficial but not essential (training will be provided).
You’ll be supported with structured training and ongoing development to deepen your technical expertise and broaden your capabilities.
What You’ll Receive
- Flexible working: 35‑hour week with hybrid working, including up to three days from home (core hours 10am‑4pm).
- Annual leave: Generous holiday allowance with additional flexible benefits.
- Life assurance cover.
- Bonus potential: Discretionary bonus scheme.
- Profit sharing: Eligibility for an annual firm‑wide profit‑sharing plan.
- Family‑friendly policies and a comprehensive benefits package.
About the Firm
You’ll be joining a long-established, top‑ranked UK professional services firm with a strong reputation in accountancy, tax, audit, and advisory services. The firm offers a collaborative, people‑focused culture where individuals are recognised and supported. You’ll work in an environment that values both technical excellence and strong interpersonal relationships. As part of a leading international network, you’ll benefit from global reach while maintaining a strong local client focus.
Inclusion & Culture
The firm is committed to fostering an inclusive and supportive workplace where diversity is valued. Applications are encouraged from individuals of all backgrounds, with a strong belief that diverse perspectives lead to stronger teams and better outcomes. If you’re looking to build your career in private client tax within a high‑performing and supportive environment, this is a great opportunity to take the next step.
Private Client Tax Assistant Manager employer: Ambition
Join a prestigious UK professional services firm renowned for its collaborative and people-focused culture, where your career in private client tax will flourish. With a strong emphasis on employee development, you will receive structured training, support for professional qualifications, and the opportunity to work with high-net-worth clients in a dynamic environment. Enjoy flexible working arrangements, generous holiday allowances, and a comprehensive benefits package that prioritises work-life balance and inclusivity.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Ambition, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Ambition's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Ambition. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Ambition!
How to prepare for a job interview at Ambition
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Ambition.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Ambition. It helps to show our commitment!
