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:
1. Manage and oversee a portfolio of personal tax clients, ensuring accurate and timely tax return submissions
2. Review self-assessment tax returns prepared by junior colleagues
3. Provide technical guidance and mentorship to junior staff members
4. Handle HMRC correspondence, including enquiries, compliance checks, and disclosures ( Let Property Campaign, WDF, 60-day CGT reporting)
5. Deliver tax planning and advisory services, including IHT and residency advice
6. Liaise with clients on tax liabilities and planning opportunities
7. Ensure compliance processes are managed effectively, with attention to key deadlines and team KPIs
8. Collaborate closely with the wider tax and accounts teams, reporting into the Tax Director