Personal Tax Advisory Assistant Manager

Location: ChathamSalary: £43,000 - £54,000Work Pattern: Hybrid

Are you a Private Client Tax specialist looking to focus more on advisory work?

Do you want to be part of a growing team where you can genuinely influence direction and growth?

Would you like exposure to complex, bespoke tax planning rather than routine compliance?

If you are looking for high-quality advisory work, client interaction and clear progression within a respected regional firm, this could be the right move.

What's great about this role?

• Strong focus on bespoke advisory work across a varied private client base
• Opportunity to play a key part in growing the Private Client Tax offering locally
• Direct exposure to senior leadership and complex client matters
• Involvement in networking and business development activity
• Clear progression pathway within an established, forward-thinking practice
• Hybrid working, typically 3 days in the office and 2 from home

This is a well-established regional firm with a strong presence across the South East. They combine technical expertise with a collaborative, people-focused culture and a long-term approach to career development.

The Private Client team works closely with individuals, families and business owners, providing tailored advice that goes beyond standard compliance services.

Your role as Personal Tax Advisory Assistant Manager

You will work closely with senior team members to deliver high-quality, tailored tax advice to a diverse client base.

This is an advisory-led position. You will build strong client relationships, contribute to business development initiatives and support the continued growth of the Private Client Tax team locally.

Day to day, you will:

• Provide bespoke tax advisory services to private clients
• Manage your own portfolio while supporting more complex advisory projects
• Attend and contribute to client meetings
• Build strong internal and external relationships
• Support networking and new business activity
• Contribute to the ongoing development of the Private Client Tax team

What you'll need to succeed

• CTA qualified or qualified by experience
• Strong experience managing a private client portfolio
• Experience delivering advisory work, not purely compliance
• Excellent organisational skills and ability to manage multiple priorities
• Collaborative approach and confidence supporting colleagues
• Willingness to travel where required

Just as importantly, you will be commercially minded, client-focused and motivated to play a visible role within a growing advisory team.

The package

• Competitive salary and contributory pension
• Life assurance, income protection and health cash plan
• 25 days plus bank holidays, with the option to purchase additional days
• Hybrid and flexible working policies
• Private medical and critical illness cover
• Employee Assistance Programme and well-being support
• Clear progression routes and ongoing professional development
• Additional volunteering day and community initiatives
• Optional benefits including cycle to work and season ticket loan

If you are ready for more ownership, clearer progression and a firm where you can genuinely make an impact, get in touch with Danielle Daymond at Pro Finance directly.

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.