Personal Tax Assistant Manager

Taxation; England; A distancia; GBP 54.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working culture

Part-time option

Regular CPD

Descripción de la vacante

Taxation in Surrey is seeking a Personal Tax Assistant Manager to lead a small team and manage a diverse personal tax portfolio. The role combines technical tax expertise with client-focused leadership and process improvements, overseeing returns from start to finish and advising on tax planning opportunities.

The position offers flexible working arrangements, with up to £60,000 per annum and a strong Benefits package, welcoming both full-time and part-time applicants.

Formación

• CTA qualified with strong grounding in personal taxation.
• Experience managing a personal tax portfolio and overseeing the preparation of tax returns.
• Strong client-facing and relationship management skills.

Responsabilidades

• Take ownership of a personal tax portfolio from start to finish, including client communication and preparation/submission of tax returns.
• Lead a small team of tax return preparers, providing guidance and overseeing quality.
• Oversee HMRC correspondence and client queries, ensuring timely resolutions.
• Provide practical income tax planning advice and Capital Gains Tax guidance to clients.
• Contribute to improving tax processes and department workflows.

Conocimientos

Client communication

Leadership

Relationship management

Educación

CTA qualified

Descripción del empleo

Personal Tax Assistant Manager

Surrey | Up to £60,000 per annum + excellent benefits | Permanent

An opportunity has arisen for an experienced Personal Tax professional to join a growing and established accountancy practice in Surrey.

This is a hands-on management role offering the opportunity to take responsibility for a varied personal tax portfolio while leading a small team of tax return preparers. The successful candidate will combine strong technical knowledge with a practical, client-focused approach, overseeing the preparation and submission of tax returns while providing guidance and support to colleagues.

THE ROLE

Portfolio & Client Management

• Take ownership of a personal tax portfolio from start to finish, including client communication, file setup and overseeing the preparation and submission of tax returns.

• Manage client relationships, ensuring a responsive and high-quality service.

• Prepare personal tax returns directly, alongside overseeing the work of other team members.

• Provide practical advice to clients on income tax planning opportunities, Capital Gains Tax and other ad hoc tax queries.

• Manage HMRC correspondence and enquiries, resolving issues efficiently on behalf of clients.

Team Leadership & Quality Control

• Lead a small team of tax return preparers, providing guidance and support with technical and client-related queries.

• Review tax work completed by members of your team and peers, maintaining accuracy and quality standards.

• Oversee tax return preparation systems and processes, ensuring work is completed efficiently and accurately.

• Support the team through busy periods, sharing technical knowledge and encouraging effective collaboration.

• Contribute to the ongoing improvement of tax processes and working practices.

Department Development

• Contribute ideas towards the future direction of the tax department, including services, strategy and recruitment.

• Identify opportunities to develop client relationships and grow the portfolio through regular referrals.

• Participate in continuing professional development and support the technical development of colleagues.

• Take an active role in building a supportive and effective team environment.

YOUR BACKGROUND

• CTA qualified, with a strong grounding in personal taxation.

• Previous experience managing a personal tax portfolio and overseeing the preparation of tax returns.

• Strong technical knowledge of personal tax, including income tax planning and Capital Gains Tax.

• Experience reviewing tax returns and supporting or supervising junior tax professionals.

• Confident in client-facing situations, with strong communication and relationship management skills.

• Organised and process-minded, with an interest in improving systems and working practices.

• A proactive and ambitious approach, with the confidence to take ownership of responsibilities and develop within a management role.

• A collaborative approach, with the ability to share knowledge and contribute positively to a close-knit tax team.

THE OPPORTUNITY

This is an opportunity to take on meaningful management responsibility within a growing tax practice, while remaining closely involved in technical personal tax work and client relationships.

You will have the opportunity to shape your role as the department develops, with scope to progress into broader leadership responsibilities, develop a niche technical specialism or potentially explore an equity pathway over time.

The firm offers a genuinely flexible working culture, with an emphasis on outcomes rather than fixed office hours. Both full-time and part-time arrangements are available, with flexibility around working hours.

Additional benefits include:

• Regular continuing professional development.

• A supportive and collaborative working environment.

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

• Opportunities to develop through leadership, specialist expertise or potential equity progression.