Private Client Tax Assistant Manager – Advisory - Derby - England, East Midlands

Private Client Tax Assistant Manager – Advisory | Top 30 Firm | East Midlands

Are you an experienced Private Client Tax professional looking to move into a more advisory-focused role? Would you enjoy working with high-net-worth individuals, entrepreneurs and business owners, delivering complex tax planning advice rather than focusing predominantly on compliance?

This is an excellent opportunity to join a growing Top 30 Firm in Derby, offering exposure to varied advisory projects, direct client relationships and the opportunity to develop your career within an expanding private client team.

About the Firm

This Top 30 accountancy practice has a team of over 500 professionals, providing a comprehensive range of tax, audit, accountancy and business advisory services. With an established presence across the Midlands, the firm combines the technical resources of a larger practice with a collaborative, relationship-led approach to client service.

The firm's growing private client advisory team works with high-net-worth individuals, families, entrepreneurs and business owners, providing specialist advice on complex personal and business tax matters. With continued investment in its people and services, the firm offers an excellent environment for ambitious tax professionals looking to broaden their advisory expertise.

Responsibilities

Provide specialist tax planning advice to high-net-worth individuals, families, entrepreneurs and business owners.
Advise on inheritance tax (IHT), capital gains tax (CGT), business structures and international tax matters.
Identify tax planning opportunities and deliver practical, commercially focused recommendations.
Prepare technical reports, tax calculations and written advice for clients.
Build and maintain strong client relationships, acting as a trusted adviser on complex tax matters.
Work collaboratively with accountants, solicitors and financial advisers to deliver joined-up tax solutions.
Support the development of junior colleagues through technical guidance, coaching and work reviews.

As a Private Client Tax Assistant Manager you will:

Have strong private client tax experience gained within accountancy practice, ideally with exposure to advisory work.
Be CTA, ACA, ACCA or equivalently qualified, or working towards a relevant qualification.
Have experience or exposure to IHT, CGT, business structures and international taxation.
Demonstrate strong technical knowledge of UK personal taxation and an interest in complex tax planning.
Be confident communicating technical advice to clients in a clear, commercially focused manner.
Have experience supporting junior colleagues and managing multiple client assignments.
Be commercially aware, proactive and enthusiastic about developing your advisory expertise.

What You’ll Receive

27 days' annual leave plus bank holidays for managers, with the option to buy or sell up to 5 additional days.
Employer pension contributions starting at 3%, with up to 7% matched contributions for eligible employees.
Enhanced maternity and adoption leave of 18 weeks' full pay, and 2 weeks' full paternity pay for eligible employees.
Life assurance cover of 4 times annual salary, subject to scheme conditions.
50% discount on wills and powers of attorney for employees and their partners.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

Reference: AR/20223

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