An exciting opportunity has arisen for a Family Office and Private Client Tax Assistant Manager to join a respected professional services firm in Reading. You’ll work within a national team of over 150 specialists, collaborating with experienced leaders to serve high-net-worth individuals, entrepreneurs, and private equity professionals. The firm offers an inclusive culture, flexible working, career progression, and ongoing training to support your growth and expertise.

Family Office and Private Client Tax Assistant Manager

Salary: Competitive and based on experience

Location: Reading

An exciting opportunity has arisen for a Family Office and Private Client Tax Assistant Manager to join a highly respected professional services firm in Reading. This role offers you the chance to work within a national team of over 150 specialists, collaborating with experienced Partners and Directors who are passionate about delivering exceptional service to high-net-worth individuals, entrepreneurs, executives, landed estates, and private equity professionals. You will be part of an inclusive environment that values diverse perspectives and backgrounds, where your expertise will be nurtured through supportive leadership and ongoing training opportunities. The organisation is committed to fostering a culture of belonging, offering flexible working arrangements and genuine career progression pathways. If you are looking for a position where your skills will be valued and your growth supported, this is the perfect next step in your career.

Join a collaborative national team of over 150 professionals dedicated to providing bespoke tax solutions for high-net-worth clients, including business owners, executives, and private equity leaders. Benefit from a supportive workplace that champions diversity, inclusion, and flexible working opportunities while encouraging your professional development through structured training and mentorship. Work on complex personal tax matters across inheritance tax, capital gains tax, income tax, international issues, trusts, estates, and partnerships—making a real impact on clients’ financial futures.

What you'll do:

As a Family Office and Private Client Tax Assistant Manager based in Reading, you will play an integral role in delivering expert personal tax services to an impressive array of clients. Your day-to-day activities will involve managing complex portfolios that span various industries and jurisdictions. You will have the opportunity to provide comprehensive advice on inheritance tax planning, capital gains strategies, income tax compliance, international taxation issues, as well as guidance for trusts and partnerships. By leveraging your analytical abilities and commercial acumen, you will develop innovative solutions tailored to each client’s needs. In addition to technical responsibilities, you will also contribute to the growth of junior team members by offering mentorship and support. Success in this role requires excellent communication skills as you build trusted relationships with both clients and colleagues while ensuring all projects are delivered efficiently within regulatory frameworks.

Deliver a consistently high-quality personal tax service to a diverse portfolio of high-net-worth individuals and families with complex needs. Manage a varied client base including stakeholders in privately owned businesses, senior executives of multinational firms, landed estates, private equity professionals, trusts, estates, and partnerships. Provide insightful personal tax advice across multiple areas such as inheritance tax planning, capital gains tax optimisation, income tax compliance, international taxation matters, and more. Identify opportunities to offer tailored advice by understanding each client’s unique circumstances and proactively suggesting relevant solutions. Apply original thinking to solve intricate tax problems by developing bespoke strategies for one-off assignments or ongoing advisory projects. Project manage multiple concurrent tax advisory assignments ensuring all deadlines are met while maintaining rigorous risk management and compliance standards. Oversee work in progress by managing billing processes efficiently and ensuring prompt cash collection from clients. Support the performance management and career development of partly qualified or newly qualified staff members through coaching and constructive feedback. Collaborate closely with colleagues across the national team to share knowledge and best practices for the benefit of clients and the wider group.

What you bring:

To excel as a Family Office and Private Client Tax Assistant Manager in this leading professional services environment, you will bring not only technical expertise but also empathy for client needs. Your background may include formal qualifications such as ATT, CTA or ACA/ACCA; however, those who have developed deep expertise through hands-on experience are equally encouraged to apply. Your success will be underpinned by your ability to analyse complex scenarios thoughtfully while communicating clearly with both clients and colleagues. A collaborative spirit is essential as you work closely with others across the national team—sharing insights generously for mutual benefit. Your attention to detail ensures that all advisory projects meet rigorous compliance standards while your supportive nature helps foster growth among junior staff members. Ultimately, your combination of technical proficiency, interpersonal sensitivity, commercial awareness, and dedication makes you ideally suited for this rewarding position.

Hold a recognised qualification as an accountant or tax adviser (such as ATT, CTA or ACA/ACCA), or possess significant experience gained within a personal tax-focused environment supporting a broad range of clients. Demonstrate strong academic achievements throughout your career alongside an insightful understanding of the challenges faced by private clients today. Showcase your ability to collaborate effectively within teams while also being comfortable working independently when required. Display unwavering commitment to delivering outstanding service for clients as well as supporting colleagues within the organisation. Exhibit advanced analytical skills paired with a pragmatic approach to resolving complex issues and providing practical advice. Possess excellent interpersonal abilities complemented by clear oral and written communication skills essential for building rapport with clients from diverse backgrounds. Bring proven experience managing multiple assignments simultaneously whilst upholding high standards of compliance and risk management procedures. Demonstrate enthusiasm for mentoring less experienced team members by sharing knowledge generously and nurturing their professional growth.

What sets this company apart:

This organisation stands out as one of the most respected names in professional services due to its unwavering commitment to people-first values. With an inclusive leadership strategy at its core, it actively promotes diversity across all levels—ensuring every voice is heard regardless of background or experience. Employees benefit from flexible working arrangements designed to support work-life balance alongside generous pension contributions that secure long-term wellbeing. The company invests heavily in continuous learning through structured training programmes so that every team member can reach their full potential. Supportive leadership fosters an environment where collaboration thrives; knowledge-sharing is encouraged; individual contributions are recognised; and everyone feels empowered to make meaningful impact both internally and externally. By joining this forward-thinking firm in Reading’s vibrant business community, you become part of a network that genuinely cares about your success—professionally as well as personally.

What's next:

If you are ready to take the next step in your career journey with an organisation that values your expertise while supporting your growth every step of the way—this is your moment!

Apply today by clicking on the link provided—your future starts here.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates