Private Client Assistant Manager
Private Client Assistant Manager

Private Client Assistant Manager

Manchester Full-Time 34000 - 51000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage your own client portfolio and mentor junior staff in Private Client Tax.
  • Company: Respected accountancy firm with a collaborative and supportive culture.
  • Benefits: Competitive salary, hybrid working, private medical insurance, and generous holiday package.
  • Why this job: Step into a leadership role and make a real impact in a growing team.
  • Qualifications: ATT qualification and experience in Private Client and Partnership Tax.
  • Other info: Clear pathway to Manager level with ongoing professional development.

The predicted salary is between 34000 - 51000 £ per year.

Overview

Assistant Manager – Private Client Tax – Manchester – £40,000-£45,000 + Bonus + Benefits

Do you want to take ownership of your own client portfolio? Looking to step into a leadership role within Private Client Tax? Want to join a supportive team with a clear route to Manager and beyond?

Benefits

  • Competitive salary up to £45,000
  • Private medical insurance, life assurance, and pension contribution
  • Hybrid working and generous holiday package (with option to buy more)
  • Fully funded study support for professional qualifications
  • Cycle to work scheme and season ticket loan

Your new firm

Our client is a highly respected accountancy firm with a growing presence across the North West. Following sustained growth within their Private Client Tax practice, they are now seeking an ambitious Assistant Manager to join their Manchester office. You\\\’ll be joining a collaborative and forward-thinking team, led by experienced Partners who are committed to developing their people and providing a clear pathway to Manager level.

Your new role

As an Assistant Manager, you\\\’ll work closely with senior leadership to deliver private client compliance and advisory services to a broad portfolio, including high-net-worth individuals and partnerships. You will take on responsibility for managing your own portfolio while supervising and mentoring junior staff, providing the perfect platform to grow into a future Manager.

Key responsibilities

  • Preparing and reviewing complex personal and partnership tax returns
  • Managing HMRC enquiries and drafting/reviewing correspondence
  • Overseeing compliance work and monitoring time limits, elections, and deadlines
  • Preparing tax computations and supervising the work of junior staff
  • Producing client reports on ad hoc advisory matters
  • Billing, budgeting, and assisting Partners with fee quotes and business development
  • Maintaining technical knowledge and sharing insights with the team

To be successful in this role, you\\\’ll need

  • ATT qualification (or equivalent)
  • Experience in Private Client and Partnership Tax, with some planning exposure
  • Strong written and verbal communication skills
  • Good IT skills (Microsoft Office)
  • Strong interpersonal skills to liaise confidently with clients and colleagues

Benefits

  • £40,000-£45,000 salary
  • Hybrid working and flexible approach
  • Private medical insurance, life assurance, pension
  • Fully funded study support
  • Generous holiday package and option to purchase more

Want to find out more?

Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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Private Client Assistant Manager employer: Pro-Tax

Join a highly respected accountancy firm in Manchester, where you will take ownership of your own client portfolio and step into a leadership role within Private Client Tax. With a collaborative work culture, generous benefits including hybrid working, private medical insurance, and fully funded study support, this firm is dedicated to employee growth and development, providing a clear pathway to managerial positions. Experience a supportive environment that values diversity and encourages professional advancement.
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Contact Detail:

Pro-Tax Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Assistant Manager

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in Private Client Tax and how you can contribute to their success.

✨Tip Number 4

Don't forget to follow up after interviews! A simple thank-you email can leave a lasting impression and keep you top of mind. Plus, it shows your enthusiasm for the role and the firm.

We think you need these skills to ace Private Client Assistant Manager

Private Client Tax
Partnership Tax
ATT qualification (or equivalent)
Tax Compliance
Advisory Services
Client Portfolio Management
Supervision and Mentoring
Communication Skills
IT Skills (Microsoft Office)
Interpersonal Skills
Tax Computations
HMRC Enquiries Management
Billing and Budgeting
Business Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Assistant Manager role. Highlight your experience in Private Client and Partnership Tax, and don’t forget to showcase your leadership potential!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Be sure to mention your ambition to grow into a managerial position.

Showcase Your Communication Skills: Since strong written communication is key for this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining our team!

How to prepare for a job interview at Pro-Tax

✨Know Your Stuff

Make sure you brush up on your knowledge of private client tax and partnership tax. Be ready to discuss complex personal and partnership tax returns, as well as any recent changes in legislation that could affect high-net-worth individuals.

✨Showcase Your Leadership Skills

Since this role involves supervising and mentoring junior staff, be prepared to share examples of how you've successfully led a team or managed projects in the past. Highlight your ability to communicate effectively and support others in their development.

✨Prepare for Client Scenarios

Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would handle HMRC enquiries or draft correspondence. This will show your practical understanding of the job and your readiness to take ownership of a client portfolio.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to business development or how they support their employees' growth. This demonstrates your interest in the role and helps you gauge if the firm is the right fit for you.

Private Client Assistant Manager
Pro-Tax
Location: Manchester

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