Assistant Tax Manager

Permax Recruitment Limited; Guildford; On-site; GBP 65,000 - 90,000; Full time

Job summary

Permax Recruitment Limited seeks an experienced personal tax professional to join the growing tax team and take on management responsibility. The role is hands-on, handling personal tax returns and leading a small team of return preparers while reviewing their work and supporting queries.

You will own a portfolio of clients, and work with a supportive team to deliver accurate tax returns, offer tax planning advice, and coordinate HMRC communications as needed.

Qualifications

• CTA with a strong grounding in personal tax.
• Confident in client-facing roles.
• Organised and process-minded; enjoy building better ways to do things.
• Eager to be part of a team that helps you enjoy your job.

Responsibilities

• Portfolio ownership: manage a personal tax portfolio from start to finish, including client comms, file setup and submission of returns.
• Review work: review tax work by staff and peers.
• System oversight: ensure quality control of tax return processes.
• Tax advice: provide practical advice on income tax planning, CGT and ad hoc queries.
• HMRC matters: manage HMRC correspondence and enquiries for clients.

Skills

Client-facing

Organised

Process-minded

Team-minded

Education

CTA with personal tax grounding

Job description

Job Description

The Opportunity

Were looking for an experienced personal tax professional to join our growing tax team and who wants to develop the next step of their career by taking on management responsibility.

This is a hands-on role for someone who enjoys getting stuck into personal tax returns, working through a varied client portfolio, solving problems, and being part of a team that enjoys what they do!

You'll have your own portfolio of clients to look after, but you wont be working in isolation. You'll be heading up a small team of tax return preparers, reviewing their work and supporting them with queries. You will also prepare a number of returns yourself. You'll be surrounded by a supportive tax team who share knowledge, help each other out, and get the job done together working through a tax issues, clearing busy periods and bouncing ideas off each other.

Responsibilities

Portfolio ownership: Managing a personal tax portfolio from start to finish, including client communication, file setup, and overseeing preparation and submission of tax returns.

Review work: Review of tax work completed by other staff members including those in your dedicated team and your peers.

System oversight: Maintaining quality control of our tax return preparation systems and processes, helping ensure work is completed efficiently and accurately.

Tax Advice: Providing practical advice to clients on income tax planning opportunities, CGT and other tax queries ad hoc.

HMRC matters: Managing HMRC correspondence and enquiries, resolving issues efficiently on behalf of clients.

Qualifications

A CTA with a strong grounding in personal tax.

Confident in client-facing roles, enjoying time with people

Organised and process-minded you enjoy building better ways to do things and dont mind getting stuck into the details.

Eager to be part of a team that is excited to help you enjoy your job

What we offer:

A genuinely flexible working culture we care about outcomes, not office hours.

The chance to build the job you enjoy within a forward-thinking, supportive environment.

Input into the future direction of the tax department including services, strategy, and hiring.

Supportive team, regular CPD, and regular referrals which can be grown.

A role that grows with you into leadership, niche specialism, or even equity.

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