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- Tasks: Manage complex tax portfolios and provide expert advice to high-net-worth clients.
- Company: Join a respected professional services firm known for its inclusive culture and commitment to growth.
- Benefits: Enjoy flexible working, ongoing training, and career progression opportunities.
- Why this job: Make a real impact on clients' financial futures while collaborating with a diverse team.
- Qualifications: Formal qualifications in accounting or tax advisory are preferred, but experience is valued too.
- Other info: Be part of a supportive environment that champions diversity and encourages knowledge sharing.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Family Office / Private Client – Tax Assistant Manager
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An exciting opportunity has arisen for a Family Office and Private Client Tax Assistant Manager to join a respected professional services firm in Reading. You’ll work within a national team of over 150 specialists, collaborating with experienced leaders to serve high-net-worth individuals, entrepreneurs, and private equity professionals. The firm offers an inclusive culture, flexible working, career progression, and ongoing training to support your growth and expertise.
Family Office and Private Client Tax Assistant Manager
Salary: Competitive and based on experience
Location: Reading
An exciting opportunity has arisen for a Family Office and Private Client Tax Assistant Manager to join a highly respected professional services firm in Reading. This role offers you the chance to work within a national team of over 150 specialists, collaborating with experienced Partners and Directors who are passionate about delivering exceptional service to high-net-worth individuals, entrepreneurs, executives, landed estates, and private equity professionals. You will be part of an inclusive environment that values diverse perspectives and backgrounds, where your expertise will be nurtured through supportive leadership and ongoing training opportunities. The organisation is committed to fostering a culture of belonging, offering flexible working arrangements and genuine career progression pathways. If you are looking for a position where your skills will be valued and your growth supported, this is the perfect next step in your career.
- Join a collaborative national team of over 150 professionals dedicated to providing bespoke tax solutions for high-net-worth clients, including business owners, executives, and private equity leaders.
- Benefit from a supportive workplace that champions diversity, inclusion, and flexible working opportunities while encouraging your professional development through structured training and mentorship.
- Work on complex personal tax matters across inheritance tax, capital gains tax, income tax, international issues, trusts, estates, and partnerships—making a real impact on clients’ financial futures.
What you\’ll do:
As a Family Office and Private Client Tax Assistant Manager based in Reading, you will play an integral role in delivering expert personal tax services to an impressive array of clients. Your day-to-day activities will involve managing complex portfolios that span various industries and jurisdictions. You will have the opportunity to provide comprehensive advice on inheritance tax planning, capital gains strategies, income tax compliance, international taxation issues, as well as guidance for trusts and partnerships. By leveraging your analytical abilities and commercial acumen, you will develop innovative solutions tailored to each client’s needs. In addition to technical responsibilities, you will also contribute to the growth of junior team members by offering mentorship and support. Success in this role requires excellent communication skills as you build trusted relationships with both clients and colleagues while ensuring all projects are delivered efficiently within regulatory frameworks.
- Deliver a consistently high-quality personal tax service to a diverse portfolio of high-net-worth individuals and families with complex needs.
- Manage a varied client base including stakeholders in privately owned businesses, senior executives of multinational firms, landed estates, private equity professionals, trusts, estates, and partnerships.
- Provide insightful personal tax advice across multiple areas such as inheritance tax planning, capital gains tax optimisation, income tax compliance, international taxation matters, and more.
- Identify opportunities to offer tailored advice by understanding each client’s unique circumstances and proactively suggesting relevant solutions.
- Apply original thinking to solve intricate tax problems by developing bespoke strategies for one-off assignments or ongoing advisory projects.
- Project manage multiple concurrent tax advisory assignments ensuring all deadlines are met while maintaining rigorous risk management and compliance standards.
- Oversee work in progress by managing billing processes efficiently and ensuring prompt cash collection from clients.
- Support the performance management and career development of partly qualified or newly qualified staff members through coaching and constructive feedback.
- Collaborate closely with colleagues across the national team to share knowledge and best practices for the benefit of clients and the wider group.
What you bring:
To excel as a Family Office and Private Client Tax Assistant Manager in this leading professional services environment, you will bring not only technical expertise but also empathy for client needs. Your background may include formal qualifications such as ATT, CTA or ACA/ACCA; however, those who have developed deep expertise through hands-on experience are equally encouraged to apply. Your success will be underpinned by your ability to analyse complex scenarios thoughtfully while communicating clearly with both clients and colleagues. A collaborative spirit is essential as you work closely with others across the national team—sharing insights generously for mutual benefit. Your attention to detail ensures that all advisory projects meet rigorous compliance standards while your supportive nature helps foster growth among junior staff members. Ultimately, your combination of technical proficiency, interpersonal sensitivity, commercial awareness, and dedication makes you ideally suited for this rewarding position.
- Hold a recognised qualification as an accountant or tax adviser (such as ATT, CTA or ACA/ACCA), or possess significant experience gained within a personal tax-focused environment supporting a broad range of clients.
- Demonstrate strong academic achievements throughout your career alongside an insightful understanding of the challenges faced by private clients today.
- Showcase your ability to collaborate effectively within teams while also being comfortable working independently when required.
- Display unwavering commitment to delivering outstanding service for clients as well as supporting colleagues within the organisation.
- Exhibit advanced analytical skills paired with a pragmatic approach to resolving complex issues and providing practical advice.
- Possess excellent interpersonal abilities complemented by clear oral and written communication skills essential for building rapport with clients from diverse backgrounds.
- Bring proven experience managing multiple assignments simultaneously whilst upholding high standards of compliance and risk management procedures.
- Demonstrate enthusiasm for mentoring less experienced team members by sharing knowledge generously and nurturing their professional growth.
What sets this company apart:
This organisation stands out as one of the most respected names in professional services due to its unwavering commitment to people-first values. With an inclusive leadership strategy at its core, it actively promotes diversity across all levels—ensuring every voice is heard regardless of background or experience. Employees benefit from flexible working arrangements designed to support work-life balance alongside generous pension contributions that secure long-term wellbeing. The company invests heavily in continuous learning through structured training programmes so that every team member can reach their full potential. Supportive leadership fosters an environment where collaboration thrives; knowledge-sharing is encouraged; individual contributions are recognised; and everyone feels empowered to make meaningful impact both internally and externally. By joining this forward-thinking firm in Reading’s vibrant business community, you become part of a network that genuinely cares about your success—professionally as well as personally.
What\’s next:
If you are ready to take the next step in your career journey with an organisation that values your expertise while supporting your growth every step of the way—this is your moment!
Apply today by clicking on the link provided—your future starts here.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
About the job
Contract Type: Permanent
Specialism: Tax
Focus: Personal Tax
Workplace Type: Hybrid
Experience Level: Mid Management
Location: Reading
Contract Type: Permanent
Specialism: Tax
Focus: Personal Tax
Industry: Banking
Salary: Negotiable
Workplace Type: Hybrid
Experience Level: Mid Management
Location: Reading
FULL_TIME
Job Reference: S28Z6J-79A9F00B
Date posted: 5 August 2025
Consultant: Thomas Geleschun
south-east tax/personal-tax 2025-08-05 2025-10-04 banking Reading Berkshire GB Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true
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Family Office / Private Client - Tax Assistant Manager employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Family Office / Private Client - Tax Assistant Manager
✨Tip Number 1
Network with professionals in the tax and private client sector. Attend industry events, webinars, or local meetups to connect with individuals who work in family offices or professional services firms. Building these relationships can lead to valuable insights and potential referrals.
✨Tip Number 2
Stay updated on current tax legislation and trends affecting high-net-worth individuals. Subscribe to relevant newsletters or follow thought leaders on social media to ensure you’re knowledgeable about the latest developments, which will impress during interviews.
✨Tip Number 3
Consider reaching out to current employees at the firm through LinkedIn. Ask them about their experiences and any advice they might have for applicants. This can provide you with insider knowledge about the company culture and expectations.
✨Tip Number 4
Prepare for the interview by practising common questions related to personal tax issues and client management. Be ready to discuss specific scenarios where you successfully navigated complex tax situations, showcasing your analytical skills and client-focused approach.
We think you need these skills to ace Family Office / Private Client - Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax and showcases your qualifications such as ATT, CTA, or ACA/ACCA. Emphasise your analytical skills and any previous work with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the firm's values. Mention your passion for delivering exceptional service and how your background aligns with the needs of high-net-worth individuals.
Showcase Your Communication Skills: In your application, demonstrate your excellent interpersonal abilities. Provide examples of how you've built relationships with clients and colleagues, as this is crucial for the role.
Highlight Your Mentorship Experience: If you have experience mentoring junior staff, be sure to include this in your application. The firm values supportive leadership, so showcasing your ability to nurture talent will strengthen your application.
How to prepare for a job interview at Robert Walters UK
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Family Office and Private Client Tax Assistant Manager. Familiarise yourself with key areas such as inheritance tax, capital gains tax, and international taxation issues. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've successfully analysed complex tax scenarios. Highlight your ability to develop bespoke strategies and solutions for clients, as this is crucial for the role. Use real-life situations to illustrate your problem-solving skills.
✨Emphasise Team Collaboration
Since the role involves working closely with a national team, be ready to talk about your experience in collaborative environments. Share examples of how you've contributed to team success and supported junior colleagues, showcasing your commitment to mentorship and knowledge-sharing.
✨Communicate Clearly
Excellent communication skills are essential for building rapport with clients and colleagues. Practice articulating your thoughts clearly and concisely. Be prepared to answer questions about your approach to client interactions and how you ensure compliance while delivering high-quality service.