Private Client AM/Manager

Overview

In this role you will leverage private client tax expertise to deliver tailored tax advice and manage a client portfolio. You will prepare advisory reports for Partners and oversee compliance for complex scenarios. The role blends advisory work with hands-on tax compliance, with opportunities to broaden the firm’s advisory offering. You will engage in networking and activities to raise the team’s profile, contributing to the firm’s growth and regional presence.

Pay / Benefits

• competitive salary
• ongoing CPD and professional development
• flexible and hybrid working
• comprehensive benefits package

Responsibilities

• formulate tax advice for clients across varied projects
• prepare advisory reports for Partner review
• manage a client portfolio, supporting advisory needs and overseeing compliance
• handle complex tax compliance and bespoke advisory work
• contribute to expanding the advisory offering
• participate in networking events to raise the team’s profile

Key requirements

• excellent private client tax experience in an accountancy practice
• enjoy advisory work, tax research, and preparing advisory reports
• strong technical capability
• professional qualifications (ATT/ ACA/ CTA) or near qualification

• client-focused
• analytical
• strong communication
• private client tax
• tax advisory
• tax research

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