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Permanent

Private Client Assistant Manager/ Manager

Birmingham
money-bag 10000-500000 Annual
3161805880
Posted 3 days ago

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 Details This 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. Description Manage a portfolio of private clients, with a strong focus on advisory-led work Lead and deliver complex private client tax projects, preparing detailed reports Oversee personal tax compliance, ensuring accuracy and timely submissions Build and maintain strong client relationships, acting as a trusted advisor Identify opportunities to add value and support wider business development initiatives Mentor, train, and support junior members of the team Stay up to date with tax legislation and share technical knowledge internally Collaborate with other departments on cross-service client work Represent the firm through networking, events, and technical contributions Profile CTA / ACA / ACCA qualified (or equivalent) Strong ..... full job details .....

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