Private Client Tax Manager | Hybrid, Growth & Advisory

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

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.