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Personal tax assistant manager

Wokingham
Permanent
Personal tax assistant
£48,000 - £55,000 a year
Posted: 3h ago
Offer description

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 01882206677 (tel), 07386668225 (mob), joe@tpfrecruitment.com, or via LinkedIn for a confidential conversation. Refer a friend We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

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