Personal Tax Assistant Manager

TPF Recruitment; Horsham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

TPF Recruitment is collaborating with a prestigious accountancy firm looking for a Personal Tax Assistant Manager. The role offers a great opportunity for experienced tax professionals to advance their careers in a supportive environment, overseeing client tax needs and mentoring juniors.

Benefits

Competitive salary and benefits package

Clear pathway for career progression

Flexible working options

Supportive team environment

Regular training and development opportunities

Qualifications

• 3-5 years of experience in personal tax, ideally in accountancy.
• Experience in managing a client portfolio.
• Ability to mentor and train junior staff.

Responsibilities

• Managing a diverse portfolio of personal tax clients.
• Preparing and reviewing self-assessment tax returns.
• Advising clients on personal tax matters.

Skills

Interpersonal skills

Technical knowledge of personal tax compliance and planning

Leadership

Education

ACA, ACCA, ATT, or CTA qualified

Tools

Tax software

Microsoft Office Suite

Job description

Social network you want to login/join with:

TPF Recruitment is delighted to be working in partnership with a highly regarded local accountancy firm seeking to expand their tax team by hiring a talented and motivated Personal Tax Assistant Manager. This is a fantastic opportunity for an experienced tax professional looking to take the next step in their career with a supportive and forward-thinking firm.

About the Company:

Our client is a well-established, reputable accountancy firm known for providing a wide range of high-quality financial and tax services to individuals, SMEs, and larger businesses. They pride themselves on their supportive work environment, client-focused approach, and commitment to staff development.

Key Responsibilities:

• Managing a diverse portfolio of personal tax clients, including high-net-worth individuals, business owners, and other private clients.
  
• Preparing and reviewing self-assessment tax returns to ensure accuracy and compliance.
  
• Advising clients on a wide range of personal tax matters, including income tax, capital gains tax, inheritance tax, and other tax planning opportunities.
  
• Supporting junior team members, reviewing their work, and providing mentorship and training as needed.
  
• Liaising with HMRC on behalf of clients, resolving any issues and ensuring deadlines are met.
  
• Identifying opportunities to enhance client service and grow the firm’s tax portfolio.
  
• Keeping up to date with changes in tax legislation and regulations and ensuring compliance.
  

Requirements

Requirements:

• ACA, ACCA, ATT, or CTA qualified (or equivalent).
  
• A minimum of 3-5 years of experience in personal tax, ideally within an accountancy practice.
  
• Strong technical knowledge of personal tax compliance and planning.
  
• Proven experience in managing a client portfolio.
  
• Excellent interpersonal skills, with the ability to build and maintain strong client relationships.
  
• Leadership qualities, with experience in supervising and mentoring junior staff.
  
• Proficiency in tax software and Microsoft Office Suite.
  

What’s on Offer:

• Competitive salary and benefits package.
  
• Clear pathway for career progression and development.
  
• Flexible and hybrid working options.
  
• A supportive and collaborative team environment.
  
• Regular training and development opportunities to ensure your success.
  

Please contact Mark Sitton on 01273 102 360, [emailprotected] , or via LinkedIn for a confidential conversation.

Refer a friend...

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 so 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).

Job Description

TPF Recruitment is delighted to be working in partnership with a highly regarded local accountancy firm seeking to expand their tax team by hiring a talented and motivated Personal Tax Assistant Manager. This is a fantastic opportunity for an experienced tax professional looking to take the next step in their career with a supportive and forward-thinking firm.

About the Company:
Our client is a well-established, reputable accountancy firm known for providing a wide range of high-quality financial and tax services to individuals, SMEs, and larger businesses. They pride themselves on their supportive work environment, client-focused approach, and commitment to staff development.

Key Responsibilities:

• Managing a diverse portfolio of personal tax clients, including high-net-worth individuals, business owners, and other private clients.
  
• Preparing and reviewing self-assessment tax returns to ensure accuracy and compliance.
  
• Advising clients on a wide range of personal tax matters, including income tax, capital gains tax, inheritance tax, and other tax planning opportunities.
  
• Supporting junior team members, reviewing their work, and providing mentorship and training as needed.
  
• Liaising with HMRC on behalf of clients, resolving any issues and ensuring deadlines are met.
  
• Identifying opportunities to enhance client service and grow the firm’s tax portfolio.
  
• Keeping up to date with changes in tax legislation and regulations and ensuring compliance.
  

Requirements

Requirements:

• ACA, ACCA, ATT, or CTA qualified (or equivalent).
  
• A minimum of 3-5 years of experience in personal tax, ideally within an accountancy practice.
  
• Strong technical knowledge of personal tax compliance and planning.
  
• Proven experience in managing a client portfolio.
  
• Excellent interpersonal skills, with the ability to build and maintain strong client relationships.
  
• Leadership qualities, with experience in supervising and mentoring junior staff.
  
• Proficiency in tax software and Microsoft Office Suite.
  

Benefits

What’s on Offer:

• Competitive salary and benefits package.
  
• Clear pathway for career progression and development.
  
• Flexible and hybrid working options.
  
• A supportive and collaborative team environment.
  
• Regular training and development opportunities to ensure your success.
  

Please contact Mark Sitton on 01273 102 360, [emailprotected] , or via LinkedIn for a confidential conversation.

Refer a friend...

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 so 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).

Requirements
ACA, ACCA, ATT, or CTA qualified (or equivalent). A minimum of 3-5 years of experience in personal tax, ideally within an accountancy practice. Strong technical knowledge of personal tax compliance and planning. Proven experience in managing a client portfolio.