Private Client Assistant Tax Manager | Top 50 Firm | Canterbury
Are you a CTA qualified tax specialist looking to elevate your career within a dedicated private client advisory practice? Are you seeking an influential role where you will deliver bespoke tax planning solutions to high-net-worth individuals, while enjoying flexible hybrid working and a direct route for professional advancement?
As a Private Client Assistant Tax Manager, you will play a central role in driving high-value advisory projects and managing relationships across a varied portfolio of private clients, family offices, and business owners. Based in Kent, you will collaborate closely with Senior Managers and Partners to deliver complex tax structuring advice, participate in client-facing advisory sessions, and support strategic business development initiatives across the region.
About the Firm
This Top 50 Firm is an award-winning professional services practice with a strong presence across London and the South East. Recognized for its commitment to high technical standards, ESG, and sustainable business practices, the firm delivers full-scope private client, corporate tax, assurance, and wealth advisory services. Combining deep technical expertise with a collaborative culture, the practice provides structured career progression and ongoing professional support.
Responsibilities
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Provide tailored, high-quality tax planning and advisory solutions to private clients and high-net-worth individuals.
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Maintain and develop long‑term client relationships, acting as a trusted key advisor on complex personal tax matters.
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Lead client meetings and present strategic tax advisory solutions alongside Senior Managers and Partners.
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Assist in driving regional business development initiatives, networking, and building external intermediary contacts.
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Collaborate with multi-disciplinary teams across tax and wealth management to deliver integrated solutions.
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Support line managers by assisting and guiding junior team members on technical client assignments.
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Manage portfolio workflow effectively to ensure advisory projects are delivered on time and within budget.
As a Private Client Assistant Tax Manager you will:
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Deliver specialized advice across capital gains tax, inheritance tax planning, trusts, and domicile considerations.
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Review complex personal tax computations and advisory reports prior to partner sign-off.
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Conduct technical tax research on legislative changes to identify proactive planning opportunities for clients.
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Build strong internal connections across the firm's offices to facilitate cross‑referrals and client growth.
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Support team workflow and resource allocation across key advisory assignments.
What You’ll Receive
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25.5 days annual leave (plus public holidays), with option to buy/sell holiday.
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Hybrid working model (3 days in office / 2 days working from home).
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Private Medical Insurance and Critical Illness Cover.
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1 extra paid day off per year for volunteering.
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100% employer-supported continuous professional development and training courses.
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Private Client Assistant Tax Manager in Canterbury employer: Austin Rose
As a part of our high-end interior design company in Hungerford, you will thrive in a dynamic and creative environment that values strategic financial management and innovation. We offer a supportive work culture that encourages professional growth, with opportunities to engage in complex financial operations that directly impact luxury projects. Join us to be part of a team that not only values your expertise but also fosters meaningful relationships with clients and colleagues alike.
