Assistant Manager – Personal Tax

First 2 Recruit; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in Manchester is seeking an experienced individual for a Private Client tax role. The successful candidate will manage a portfolio of private clients, handling compliance matters, administration, and tax planning. Responsibilities include training junior staff and assisting in group management. Candidates should possess strong experience in client service, problem-solving skills, and a CTA qualification or equivalent. The role offers flexibility, a dynamic workload, and opportunities for progression.

Benefits

Agile working and flexibility

Dynamic workload

Progression opportunities

Qualifications

• Proactive and resilient with a commitment to excellence in client service.
• Experience in organizing tax work within tight deadlines.
• Ability to communicate effectively both verbally and in writing.

Responsibilities

• Manage a portfolio of private clients focusing on compliance.
• Assist team leaders with managing the group and reviewing junior staff.
• Handle self-assessment tax returns, computations, and estate tax returns.

Skills

Client service delivery

Problem-solving

Strong communication skills

Team collaboration

Education

CTA qualification or equivalent

Tools

Tax return software

Word

Excel

Job description

Overview

Our client in Manchester is looking for a proactive, resilient, and driven individual to join their dedicated tax team. This is a compliance‑focused Private Client role which is client‑facing.

The role

The successful applicant will be responsible for their own portfolio of private clients including all compliance matters, administration, and tax planning. The position will involve training and reviewing the work of junior staff within the group. Reporting will mainly be to the group’s team leaders and, in many cases, directly to the partners. Individuals will also be required to assist the team leaders with the management of the group and have direct staff responsibilities.

Work Allocation

The allocation of work includes self‑assessment tax returns for wealthy individuals, partnership, and trusts; associated tax computations including CGT calculations on securities, chattels, and property transactions; completion of estate tax returns; and all related and complex aspects of looking after the tax affairs of a variety of high‑net‑worth private clients with wide ranging business and personal interests. Specific experience of residence and domicile matters is desirable, but not essential.

The individual

• Pro‑active, resilient, and driven to deliver excellent client service. The right candidate will be committed to a career in tax and will have relevant strong experience.

• Experience of organising delivery of tax work within tight deadlines, problem solving, and the ability to use their own initiative is essential, along with excellent verbal and written communication skills. The candidate should be self‑motivated, committed, flexible, a natural team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines. They should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

• Previous experience of using tax return software is assumed, as is use of Word and Excel. Some knowledge of computerised accounts packages would be useful. Applicants should preferably be CTA qualified, or equivalent.

The department

The department/group consists of over 60 employees spread over 5 UK offices. The team delivers exceptional quality compliance and advisory services to a wide range of high‑net‑worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.

Salary and Benefits

• They offer a dynamic and varied workload.
• Agile working and flexibility.
• Potential to progress within the organisation.
• Market rate annual salary, depending upon experience.

Equal Opportunities

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.