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Permanent

Private Client Assistant Manager/ Manager

Birmingham
money-bag 10000-500000 Annual
3128994556
Posted Today

This position focuses on managing a portfolio of private clients, delivering both advisory and compliance services at a high technical level. You will also support the growth of the team through mentoring, business development, and cross-functional collaboration.Client DetailsThis is a well-established and forward-thinking regional accountancy and advisory firm with multiple offices across the Midlands. The firm has built a strong reputation for delivering integrated tax, audit, and business advisory services to both private clients and businesses. Known for its collaborative culture and investment in people, the firm continues to grow its specialist tax offering, providing a supportive environment with clear progression opportunities.DescriptionManage a portfolio of private clients, with a strong focus on advisory-led workLead and deliver complex private client tax projects, preparing detailed reportsOversee personal tax compliance, ensuring accuracy and timely submissionsBuild and maintain strong client relationships, acting as a trusted advisorIdentify opportunities to add value and support wider business development initiativesMentor, train, and support junior members of the teamStay up to date with tax legislation and share technical knowledge internallyCollaborate with other departments on cross-service client workRepresent the firm through networking, events, and technical contributionsProfileCTA / ACA / ACCA qualified (or equivalent)Strong experience in private client

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