Pro Tax

Private Client Tax Assistant Manager - Winchester

Pro Tax
England, Hampshire, Winchester
£37500 - £45000 per annum + bonus and benefits
22 Oct 2019
21 Nov 2019
Harry Robins
Job Role
Professional Membership
Seniority Level
Contract Type
Private Client Tax Assistant Manager


£45,000 + benefits

Do you feel like a number? Do you want to work for a highly regarded boutique firm with a family feel team?

This Private Client Tax Assistant Manager role is with an outstanding boutique Practice with 50 staff in total spanning across 3 offices. With growth figures of 40% in the past 5 years the business has had great success in winning new business, all of which has come from word of mouth as they do not advertise. Within this position, you will be joining a team of 10 in the Winchester office where you will report into the Senior Manager.

As a Private Client Tax Assistant Manager, you will be responsible for managing your own portfolio of HNWIs spanning across a variety of sectors including but not limited to: agriculture, landed estates, OMB's, estates, trusts and SMEs, providing both compliance and advisory services. You will be expected to build strong professional relationships with current and prospective clients with the end goal of winning new projects. As an Assistant Manager, there is also a leadership element to the role, you will be expected to delegate and assist more junior members of the team with their compliance work and personal development.

For a smaller Practice this firm offers some amazing benefits, they pride themselves on having a very low staff turnover. Some of the benefits that stood out to include:
  • Flexible and agile working
  • Christmas and Summer bonus
  • Private medical care
  • Free on-site parking
  • Employer contributed pension (7% employer goes up with service)
  • Sociable family feel to the office with regular socialising outside of working hours. Summer overnight trips and activity days out

In order to obtain this Private Client Tax Assistant Manager position you will need experience working with HNWIs in Practice. In addition to this you will need to be at least ATT qualified and preferably CTA qualified. It would be greatly beneficial if you were to have trusts experience however this is not required. You will also need to be a personable individual who can work well within a team.

If this opportunity sparks your interest, reach out today for more information:

Tel: 02072 696355

Email: [email protected]

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.