Assistant Manager or Manager - Personal Tax
In joining Affinia, you will be part of a growing, successful, forward‑thinking and dynamic tax department. This role involves significant leadership, strategic financial management, high‑level client relationship management, and driving growth for the Tax Service Line.
The role requires an experienced individual of Personal Tax compliance processes and workflow, and an opportunity to work on high‑value advisory work for a varied portfolio of individuals. You will deliver ad‑hoc projects, prepare bespoke tax planning reports, and play a key role in business development and client growth.
Accountabilities
* Manage a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
* Oversee the entire team’s compliance cycle – preparation, review, client advisement and HMRC submission.
* Execute high‑quality compliance work, identifying tax planning opportunities and pursuing them.
* Line‑manage, mentor junior team members and support internal tax training.
* Collaborate across office locations to improve compliance processes and adopt cutting‑edge tax technology.
* Promote the Tax Service Line across the group and assist other locations with tax matters.
* Provide ad‑hoc advisory work, including scoping, fee quoting and delivery of high‑quality tax reports.
* Build and maintain key client and third‑party relationships.
* Lead client meetings with complex clients and act as a trusted advisor.
* Coordinate with other service lines for a joined‑up approach.
* Monitor key KPIs (WIP, billing, debtors) to ensure profitable operations.
* Drive new business opportunities and maximise fee revenues.
Professional Skills / Qualifications
* Strong tax technical knowledge and advisory experience.
* Aspired to continuously develop your skill set.
* Proficient at spotting and progressing tax planning opportunities with clients.
* Demonstrated track record of managing a varied tax portfolio.
* Independent work capability and leadership ability.
* Excellent organisational skills.
* Ability to review others’ work and provide constructive feedback.
* Excellent rapport‑building with clients, colleagues and external stakeholders.
Benefits and Culture
* Additional 3 days of annual leave.
* Auto‑enrolment Pension Scheme.
* Death in Service.
* Full study support including tuition fees and paid study days.
* Professional membership support.
* Paycare – claim money back for dental/optical/therapies.
* Agile/Hybrid Working Policy.
* Dress for your Diary Policy.
Affinia is committed to being an Equal Opportunity Employer. We do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, maternity, or sexual orientation. We welcome applications from a diverse range of candidates; selection is based solely on merit.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Administrative
Industries
Accounting
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