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Private Client Tax Assistant Manager

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Private Client Tax Assistant Manager
This is an exciting opportunity for a Private Client Tax Assistant Manager to contribute to a leading professional services firm's tax department. Based in Crawley, this role requires a detail-oriented professional to deliver exceptional client service in private client taxation.
Client Details
The employer is a respected organisation in the professional services industry, known for its commitment to excellence and client satisfaction. Operating as a medium-sized firm, they provide tailored services to a diverse range of clients, ensuring high-quality standards in all areas of their expertise.
Description
- Support the management of private client tax portfolios, ensuring compliance and advisory needs are met.
- Provide technical guidance on tax planning opportunities to high-net-worth individuals and families.
- Prepare and review complex tax returns to ensure accuracy and timeliness.
- Assist senior management with tax advisory projects and client proposals.
- Build and maintain strong client relationships, acting as a trusted adviser.
- Mentor and support junior team members in their professional development.
- Stay updated on tax legislation changes and their potential impact on clients.
- Contribute to business development initiatives within the tax department.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
A Successful Private Client Tax Assistant Manager Should Have
- Professional qualifications in tax or accountancy, such as ATT, CTA, or ACA.
- Strong knowledge of private client tax compliance and advisory work.
- Experience managing client portfolios within the professional services industry.
- Excellent communication and interpersonal skills to liaise with clients effectively.
- A proactive approach to problem-solving and delivering client-focused solutions.
- A keen interest in staying informed about developments in tax legislation.


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Job Offer
- Competitive salary in the range of £40,000 to £50,000.
- Generous holiday allowance and flexible working options.
- Comprehensive benefits package, including pension and professional development support.
- An engaging and collaborative workplace in Crawley.
- Opportunities for career progression within the professional services industry.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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