Private Client Tax Assistant Manager

AJ Chambers
01 Mar 2019
30 Mar 2019
Contract Type
Full Time

A well-established top 10 firm are currently seeking a Private Client Tax Assistant Manager for their office in Guildford. The ideal candidate will be CTA qualified with significant tax experience within an accountancy practice.


The Role

As a Private Client Tax Assistant Manager, you will support and be involved in the continued expansion of the private client services advisory work generally for HNWIs including tax areas such as international, private equity, UK property, trusts and owner managed businesses.

Day-to-day duties include:

  • Responsible for all day to day tax compliance and advisory affairs of clients, whilst being supervised by Manager/Director/Partner, including communicating with clients
  • Act as a key point of contact within the firm for your client portfolio, together with more senior team members. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients
  • Management of portfolio of clients, the control of billings and cash collection within the firm’s criteria
  • Review of work prepared by more junior members of staff
  • Participate in the growth of the business including contribution through Partner/Manager meetings and by attendance at events
  • Provide training to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
  • Work on own initiative and provide an efficient and pro-active service to clients and ensure that the clients’ needs are fully met
  • Pay attention to self-development and continuing professional education with a view to progressing within practice


The Candidate

  • CTA qualified
  • Starting to gain staff management experience
  • Significant understanding of and previous experience within tax compliance
  • Some tax advisory experience preferable but not essential
  • Supervisory experience
  • Maintain an in depth, up to date, knowledge of taxation
  • Ability to manage a small client portfolio
  • Actively seek opportunities for selling new services to existing clients
  • Some experience of dealing with client senior management
  • Demonstrable post qualified experience


For more information on this Private Client Tax Assistant Manager role, please contact Leon Maulguet at AJ Chambers

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