Private Client Assistant Manager/ Manager
- 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
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