Personal Tax Assistant Manager

A well-established and growing accountancy firm is seeking to recruit a Personal Tax Assistant Manager to join its expanding private client team. The firm is recognised for its high-quality compliance services and forward-thinking advisory support, working with a varied portfolio of SMEs, high-net-worth individuals, landlords, and entrepreneurs.

This is an excellent opportunity for an experienced personal tax professional to take on a portfolio management role with strong scope for development and involvement in wider tax planning projects.

Key Responsibilities:

Manage and oversee a portfolio of personal tax clients, ensuring accurate and timely tax return submissions

Review self-assessment tax returns prepared by junior colleagues

Provide technical guidance and mentorship to junior staff members

Handle HMRC correspondence, including enquiries, compliance checks, and disclosures (e.g. Let Property Campaign, WDF, 60-day CGT reporting)

Deliver tax planning and advisory services, including IHT and residency advice

Liaise with clients on tax liabilities and planning opportunities

Ensure compliance processes are managed effectively, with attention to key deadlines and team KPIs

Collaborate closely with the wider tax and accounts teams, reporting into the Tax Director

Requirements

ATT, ACA, or ACCA qualified (CTA preferred or studying)

Minimum of 3 years’ experience in a tax-focused role within practice

Strong technical knowledge and experience across personal tax compliance and planning

Confident communicator with excellent client relationship management skills

Self-motivated, with the ability to manage deadlines and workload independently

Benefits

Competitive salary: £50,000 – £65,000, depending on experience and qualifications

25 days holiday + bank holidays

Office closure over the Christmas period

Full CTA study support (if applicable)

Flexible hybrid working model

A range of additional benefits and perks

Please contact Joe Potter on (tel), (mob), , or via LinkedIn for a confidential conversation.

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