Personal Tax Assistant Manager (Advisory)

Looking to develop your privte client tax career in a pure advisory role?

Our client is a respected accountancy firm, who are keen to appoint an Assistant Manager or Manager into their growing Private Client Tax Planning team. Working closely with an experienced Partner, you will handle ad hoc personal tax advisory projects for HNW entrepreneurs, wealthy families and landed clients.

Strong technical knowledge of IHT and CGT planning is essential, along with the CTA qualification and previous HNW private client tax planning experience.

Very much a client-facing relationship management role, scope also exists to get involved with marketing private client services, networking and business development.

This is a strategic hire, offering an opportunity to join one of the fastest-growing areas for the firm. As such, it offers genuine scope to progress towards Senior Manager grade. 

Although officially based in our client’s office in Trowbridge, the firm is embracing agile working and expects its advisers to be able to work from home 2-3 days a week if they wish, once things return to normal. Ref 4900

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