Private Client Assistant Manager – Advisory

Overview

In this role you will support delivery of private client tax advisory services for a diverse client base, helping to expand your technical expertise. You work closely with senior colleagues to manage engagements, build lasting client relationships, and identify additional advisory opportunities. You will handle a variety of tax matters, from inheritance tax planning to international tax, gaining broad exposure across the practice. This is a growth-focused position within a collaborative team that values development, networking, and client-centric solutions.

Pay / Benefits

• private medical insurance and wellbeing support
• competitive pension and life assurance
• enhanced parental leave
• paid volunteering day
• flexible holiday options
• ongoing professional development and career progression

Responsibilities

• Support delivery of private client tax advisory services to a varied client portfolio
• Act as a primary contact to build and maintain long-term client relationships
• Advise on inheritance tax, capital gains tax planning, trust structuring, residence and international tax
• Support transaction-related tax advice and other complex advisory projects
• Collaborate with senior team members to identify new advisory opportunities
• Participate in client meetings and present complex tax advice clearly
• Manage work in progress, assist with proposals, fee discussions and new business
• Train and mentor junior team members
• Conduct independent technical research across tax matters
• Work with colleagues across the wider business to provide a joined-up service
• Attend networking events to grow professional network
• Identify opportunities to introduce clients to other specialist services

Key requirements

• CTA, ATT, STEP, CA or equivalent, or qualified by experience
• Experience in private client tax advisory
• Strong interest in broad tax advisory expertise
• Ability to conduct independent technical research and apply findings to client situations
• Excellent communication and relationship-building skills
• Ability to explain complex tax matters clearly and commercially
• Strong organisational skills and attention to detail
• Proactive approach to business development and networking
• Tolley’s research tools experience would be advantageous but not essential

• relationship-building
• communication
• proactive networking
• broad tax advisory expertise
• independent technical research
• tax planning (inheritance tax, capital gains, trust structuring, international tax)

…