Personal Tax Assistant Manager or Manager
Salary: £45,000-£60,000 (DOE)
Contract: Full-time, Permanent
Location: Berkshire area
Hybrid: 5 days office during probation → 3 office / 2 home thereafter
Requirement: CTA qualified + 1 year PQE and c.4 years personal tax experience
About the Firm
I'm recruiting on behalf of a rapidly growing accountancy and advisory practice with an excellent reputation for delivering high‑quality tax, accounting, and consulting services. Established in the late 2000s and now part of a major international group, the firm combines strong corporate backing with an innovative, technology-led approach.They work with a diverse portfolio ranging from large corporates and film/media investors to owner-managed businesses, offering a dynamic alternative to traditional accountancy firms.Their Winnersh Triangle office is a collaborative, open-plan environment filled with ambitious and supportive professionals who value transparency, development, and delivering outstanding client service.
The Tax Team
The tax department includes specialists in Personal Tax, Corporate Tax, and Payroll, with experience from Big 4 and top 10 firms. The culture is inclusive, team‑focused, and built around sharing expertise while maintaining a personal, approachable style.
The Opportunity - Personal Tax Assistant Manager or Manager
This is a fantastic next step for someone looking to take ownership of a varied portfolio, gain deeper exposure to advisory work, and contribute to shaping a growing personal tax function.You'll join a team that genuinely values work‑life balance, career progression, and giving people the tools they need to thrive.
Key Responsibilities
* Manage your own portfolio of ~150 personal tax clients, including HNWIs, trusts, business owners, and media professionals
* Prepare and finalise personal tax returns
* Support with disclosures, enquiries, and HMRC correspondence
* Assist with MTD quarterly filings for self‑employed and property clients
* Prepare P11Ds
* Prepare Capital Gains Tax returns for UK residential properties
* Gather financial and personal information from internal/external sources
* Support senior colleagues with advisory projects (residence issues, CGT planning, IHT reviews, trust charges, etc.)
* Monitor workflow, manage deadlines, and maintain excellent client communication* Stay up to date with personal tax legislation and share insights with the team
What You'll Bring
* CTA qualification + 1 year post‑qualification experience
* Strong personal tax background (approx. 4 years)
* Professional communication, accuracy, and numerical skills
* Excellent organisation and time‑management
* Proficiency with Microsoft Word, Excel, and PowerPoint
* Experience managing your own client portfolio
* Knowledge of residence issues and the new Foreign Income & Gains regime
* Awareness of trust structures and related tax compliance
* Experience using personal tax software (CCH an advantage, but training provided)
Benefits
* Hybrid working (post-probation: 3 days office / 2 home)
* Flexible start times (8am-10am)
* 25 days holiday + buy/sell up to 5 days (increases with service to 30 days)
* Private medical insurance (non‑contributory)
* Salary sacrifice pension scheme
* Life assurance
* Professional membership subscription reimbursed (1 per year)
* Enhanced sickness entitlement (post 12 months)
* Referral bonus
* Regular social events
* Free on-site parking
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