Personal Tax Assistant Manager

TPF Recruitment; Beaconsfield; On-site; GBP 50,000 - 62,000; Full time

Job summary

A leading firm in Beaconsfield seeks a Personal Tax Assistant Manager to manage a diverse portfolio of high-calibre private clients. The role involves delivering compliance and advisory services, mentoring junior team members, and contributing to departmental initiatives. This position offers a supportive culture focused on professional growth and innovation.

Qualifications

• Strong technical knowledge across personal tax, IHT, CGT, and trust-related matters.
• Effective people management and coaching skills.

Responsibilities

• Manage a portfolio of personal tax clients, including high-net-worth individuals and trusts.
• Oversee the preparation and review of self-assessment tax returns.
• Provide bespoke tax planning advice.

Skills

Technical knowledge across personal tax

People management skills

Coaching skills

Education

ATT, ACA, ACCA, and/or CTA qualified

Job description

Beaconsfield, United Kingdom | Posted on 13/05/2025

TPF Recruitment is proud to be working with one of the region’s most respected independent firms of chartered accountants, based in Beaconsfield, which is looking to recruit a Personal Tax Assistant Manager to join their collaborative and forward-thinking team.

This is an excellent opportunity to join a business where innovation, flexibility, and people-first values come together. The firm is known for its commitment to staff development, inclusive culture, and high-quality client service.

The Firm:

With a heritage spanning over 100 years, this well-established firm has grown to over 90 team members and continues to maintain a strong presence in the market. Clients range from UK-based individuals to international clients.

This is a firm that values its people just as much as its clients. You’ll find an open, progressive culture with no dress code or rigid hierarchies – just a supportive environment where new ideas and professional growth are encouraged.

The Role:

As a Personal Tax Assistant Manager, you’ll take ownership of a diverse portfolio of high-calibre private clients, working closely with senior leadership to deliver both compliance and advisory services. You’ll also support and mentor junior members of the tax team.

Requirements

Key Responsibilities:

• Manage a portfolio of personal tax clients, including high-net-worth individuals and trusts.
• Oversee the preparation and review of self-assessment tax returns.
• Provide bespoke tax planning advice, including areas such as Inheritance Tax (IHT), Capital Gains Tax (CGT), and trusts.
• Support senior tax managers and partners on technical and strategic tax matters.
• Supervise and mentor junior team members, contributing to their development and overseeing quality of work.
• Participate in departmental initiatives and process improvements.
• Salary circa £50,000 - £62,000 per annum depending on experience and qualification status.
• ATT, ACA, ACCA, and/or CTA qualified.
• Strong technical knowledge across personal tax, IHT, CGT, and trust-related matters.
• Effective people management and coaching skills.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network, and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East. If your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).