Private Client Tax Assistant Manager (Compliance Focused)
Ipswich | Hybrid Working | £36,500 - £47,500
Looking to take the next step in your private client tax career?
Pro Tax is delighted to be working with a leading accountancy and advisory practice seeking a Private Client Tax Assistant Manager to join its growing tax team in Ipswich.
This is an excellent opportunity for an experienced Personal Tax Senior or existing Assistant Manager looking to manage their own portfolio, take on greater responsibility and build leadership experience within a supportive and collaborative team workplace.
The role is predominantly focused on private client tax compliance, offering the chance to work directly with a varied portfolio of individuals, business owners, landlords and high-net-worth clients while being supported by a wider team of managers, trainees and tax specialists.
The Opportunity
You'll take responsibility for a portfolio of approximately ***** clients, acting as a trusted advisor and primary point of contact for personal tax matters.
With support from junior team members preparing work, you'll focus on reviewing returns, managing client relationships, addressing technical queries and ensuring deadlines are met.
The portfolio offers a broad range of private client work including:
Personal tax compliance
Directors and shareholders
Landlords and property investors
Partnerships
Trusts
High-net-worth individuals
While experience across all areas would be advantageous, the team is flexible and welcomes candidates with strong personal tax experience who are keen to broaden their technical exposure.




If you don't have experience in all of those areas, the client base can be tailored for you.
Key Responsibilities
Manage your own portfolio of private clients
Review personal tax compliance work prepared by junior team members
Build long-term relationships with clients and provide a high level of service
Handle client queries confidently and proactively
Ensure compliance deadlines are met across your portfolio
Review complex tax returns and related documentation
Support and mentor junior members of the team
Assist with workflow management and allocation of work
Identify opportunities to improve processes and client service delivery
Collaborate with wider tax specialists when required on more complex matters
What's Looking For
Essential
Previous experience within an accountancy practice or tax consultancy environment
Strong personal tax compliance experience
Experience managing client relationships independently
Ability to review work accurately and manage competing deadlines
Desirable
ATT or CTA qualification
Previous experience supervising or mentoring junior team members
Applications are welcomed from both established Assistant Managers and ambitious Personal Tax Seniors who are ready to step up into a more senior role.




What's On Offer?
Hybrid working with the ability to work from home several days per week
Flexible working hours
Clear progression opportunities towards Manager and beyond
Opportunity to develop portfolio ownership and leadership skills
Modern office environment in a central Ipswich location
Easy access from public transport with nearby parking available
Friendly and social team culture with regular events and activities
Exposure to a diverse and interesting private client portfolio
Supportive leadership team committed to professional development
Why Apply?
This is an ideal opportunity for someone who enjoys building client relationships, taking ownership of their workload and developing their career within a successful and expanding tax team.
You'll benefit from genuine flexibility, a supportive culture, a manageable portfolio and clear progression opportunities, while gaining exposure to a broad range of private client tax matters and increasingly complex advisory work over time.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.
We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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📌 Private Client Tax Assistant Manager (Queensland)
🏢 PRO-TAX RECRUITMENT
📍 Queensland