Assistant Tax Manager (Personal Tax)

Association of International Certified Professional Accountants; Bournemouth; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A respected accountancy firm in Bournemouth is seeking an Assistant Manager for their Personal Tax team. The role involves managing a diverse client portfolio, leading compliance, and mentoring junior staff. Suitable candidates are CTA qualified or working towards it, with strong personal tax experience and excellent communication skills. Join a firm that values your contributions with a hybrid working model, flexible hours, and generous benefits.

Benefits

Profit-sharing plan

Bonus scheme

Generous benefits

Qualifications

• Strong experience in personal tax compliance and advisory.
• Proven ability to manage a portfolio and review junior work.
• Collaborative mindset and professional integrity.

Responsibilities

• Manage a diverse portfolio of private clients.
• Lead the full compliance cycle and support advisory work.
• Mentor junior team members.

Skills

Personal tax compliance

Advisory skills

Excellent communication

Organisation

Attention to detail

Education

CTA qualified (or equivalent)

Job description

Assistant Manager - Personal Tax | Hybrid | South Region

Our client, a highly respected independent accountancy firm, is looking for an Assistant Manager to join their Personal Tax team. With a strong reputation across the South and a people-first culture, this is a fantastic opportunity to work with high-net-worth individuals, trusts, partnerships, and LLP's in a role that blends compliance, advisory, and leadership.

Why this role stands out:

• Join a forward-thinking firm with over 50 tax professionals across four offices
• Exposure to complex tax matters including inheritance tax, CGT, international tax, and trust planning
• Shape your own advisory focus and contribute to strategic growth
• Hybrid working - up to 3 days from home
• 35-hour week with flexible core hours (10am-4pm)
• Profit-sharing plan, bonus scheme, and generous benefits

What you'll be doing:

• Manage a diverse portfolio of private clients
• Lead the full compliance cycle and support ad hoc advisory work
• Mentor junior team members and contribute to their development
• Collaborate with Directors on strategic initiatives

What we're looking for:

• CTA qualified (or equivalent), or working towards
• Strong experience in personal tax compliance and advisory
• Proven ability to manage your own portfolio and review junior work
• Excellent communication, organisation, and attention to detail
• A collaborative mindset and professional integrity

Whether you're looking to step into a leadership role or deepen your expertise in a firm that values your contribution, this is a rare opportunity to join a team that combines tradition with innovation.

For a confidential chat, contact Lorna Pilling on 07900 224915 or email

Please note: All applicants must have the right to work in the UK. Sponsorship is not available for this role.

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