Personal Tax Assistant Manager | Top 20 Firm | Peterborough
Are you a tax professional ready to elevate your career within a prestigious Top 20 firm that values your unique perspective as much as your technical expertise? Do you thrive in a dynamic, high-performance environment where you can manage a sophisticated portfolio of HNWIs, trusts, and estates? This is your opportunity to step into a pivotal role within a gold-standard "Investor in People" firm, navigating complex international tax issues and delivering insights that drive real results for your clients.
About the Firm
This Top 20 Firm is a prominent UK member of a leading global accounting network, offering the perfect blend of international resources and deep-rooted local commitment. Recognised with gold status by Investors in People, the firm is dedicated to fostering an ambitious, driven team through award-winning development programmes and a supportive management structure. They operate with a clear focus on continuous learning, ensuring every individual has the freedom to shape their career path while making a meaningful impact on a diverse and prestigious client base.
Responsibilities
* Manage a diverse portfolio of high-net-worth individuals, wealthy families, trusts, and estates.
* Oversee the preparation, submission, and review of annual tax returns for all delegated clients.
* Lead IHT reporting requirements, including the completion of IHT 100 and IHT 400 forms.
* Provide high-level advisory services on private client and personal tax issues, identifying opportunities for succession planning and offshore structures.
* Manage HMRC interventions, including s9A enquiries, investigations, and voluntary disclosures.
* Support senior staff and partners on complex international and cross-border tax projects.
* Contribute to business development and marketing initiatives to grow the private client tax offering.
As a Personal Tax Assistant Manager you will:
* Utilise your CTA, ACA, or ACCA qualification to deliver technically excellent tax solutions.
* Supervise and mentor junior team members, supporting their professional growth and development.
* Liaise directly with HMRC and clients to resolve complex queries and ensure full regulatory compliance.
* Leverage advanced tax software and IT systems to provide efficient and commercial client service.
* Maintain an up-to-date technical knowledge of evolving tax legislation through continuous professional development.
* Work collaboratively across departments to spot opportunities for OMB projects and holistic client wealth management.
What Youll Receive
* 33 days annual leave (inclusive of bank holidays).
* Option to buy or sell up to 5 days of annual leave.
* Hybrid working: 2 home working days per week.
* Flexible working: Core hours between 10:00 AM and 2:00 PM.
* Discretionary annual bonus and employee recognition awards.
* Employee Assistance Programme including unlimited 24-hour counselling and virtual doctors.
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