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 (phone number removed) (tel), (phone number removed) (mob),, or via for a confidential conversation.
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