Personal Tax Assistant Manager - Peterborough

Pro‑Recruitment Group; Peterborough; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Hybrid and flexible working

Clear progression opportunities

Learning and development programmes

Exposure to international tax work

Supportive and collaborative team

Excellent benefits package

Job summary

Pro‑Recruitment Group in Peterborough, Ontario, is seeking a Personal Tax Assistant Manager to join a Top 15 accountancy firm's Private Client Tax team. The role offers hybrid working and exposure to high-net-worth individuals, trusts, estates and cross-border matters.

You will manage a diverse client portfolio, prepare and review personal tax returns, advise on tax planning, supervise junior staff and contribute to business development. CTA/ ACA/ ACCA preferred.

Qualifications

• CTA / ACA / ACCA qualified (or equivalent).
• Experience in personal tax, including private client work.
• Strong client relationship management and delivering high-quality service.
• Strong technical knowledge across personal tax matters.
• Experience supervising or supporting junior team members (desirable).

Responsibilities

• Manage portfolio of private tax clients with timely and accurate compliance.
• Prepare, review, and submit personal tax returns.
• Advise clients on a wide range of personal tax matters.
• Handle trusts and estates work, including IHT reporting.
• Manage HMRC enquiries and investigations.
• Support advisory projects including inheritance tax planning and structures.
• Exposure to international and cross-border tax matters.
• Identify advisory opportunities and support business development.
• Supervise or mentor junior team members.

Skills

CTA / ACA / ACCA qualified

Private client tax

Client management

Communication skills

Mentoring juniors

Education

CTA / ACA / ACCA

Job description

Personal Tax Assistant Manager

Peterborough | Hybrid Working

We are working with a Top 15 accountancy firm seeking a Personal Tax Assistant Manager to join their growing Private Client Tax team in Peterborough. This is an excellent opportunity for a tax professional looking to step into, or further develop within, an Assistant Manager role, gaining exposure to complex advisory work and a high-quality client base.

The Role

As a Personal Tax Assistant Manager, you will manage a varied portfolio of private clients, including high-net-worth individuals, families, trusts, and estates, while supporting on a range of advisory projects. Key responsibilities include:

• Managing a portfolio of personal tax clients, ensuring timely and accurate compliance
• Preparing, reviewing, and submitting personal tax returns
• Advising clients on a wide range of personal tax matters
• Handling trusts and estates work, including IHT reporting (IHT100 & IHT400)
• Managing HMRC enquiries and investigations
• Supporting on advisory projects, including inheritance tax planning, succession planning, and structures
• Exposure to international and cross-border tax matters
• Identifying advisory opportunities and supporting business development activity
• Supporting and mentoring junior team members
• Assisting senior stakeholders on complex client work

About You

We're looking for an ambitious and forward-thinking personal tax professional who is keen to develop their expertise and progress their career. You will:

• Be CTA / ACA / ACCA qualified (or equivalent)
• Have experience within personal tax, ideally including private client work
• Be confident managing client relationships and delivering high-quality service
• Possess strong technical knowledge across personal tax matters
• Demonstrate strong organisational and problem-solving skills
• Be an effective communicator, both written and verbal
• Show commercial awareness and a proactive approach
• Have experience supervising or supporting junior team members (desirable)

What's On Offer

• Competitive salary
• Hybrid and flexible working
• Clear progression opportunities within a leading firm
• Access to strong learning and development programmes
• Exposure to complex advisory and international tax work
• Supportive and collaborative team environment
• Excellent benefits package

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.