Personal Tax Assistant Manager

Michael Page Finance; Leicester; Hybrid; GBP 42,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Annual bonus

Pension scheme

Professional subscriptions paid

Generous holiday entitlement

Job summary

Michael Page Finance in Leicester is recruiting a Personal Tax Assistant Manager to join a well-established accountancy practice. You will manage a varied portfolio of private clients, work closely with Directors and Partners, and mentor junior team members.

The role offers hybrid working, a competitive salary (£42,000–£50,000), and a clear pathway to Tax Manager. You will deliver tax planning, handle HMRC enquiries, and help grow the tax department through business development.

Qualifications

• Manage a portfolio of personal tax clients and meet deadlines.
• Review personal tax returns prepared by junior staff.
• Provide tax planning advice to individuals and owner-managed businesses.
• Assist on HMRC inquiries and advisory matters.
• Mentor junior staff and contribute to team growth.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance deadlines are met.
• Review personal tax returns prepared by junior staff.
• Provide tax planning advice to individuals, owner-managed businesses and high-net-worth clients.
• Advise on capital gains tax, inheritance tax and income tax matters.
• Support Partners and Directors on complex advisory assignments.
• Build and maintain strong client relationships, acting as a trusted point of contact.
• Identify tax planning opportunities across the client portfolio.
• Assist with HMRC enquiries and correspondence.
• Mentor and develop junior team members.
• Contribute to the ongoing growth and success of the tax team through business development and networking initiatives.

Skills

Communication skills

Interpersonal skills

Client management

Proactive approach

Education

ATT/CTA qualification

CTA in progress

Job description

An excellent opportunity has arisen for a Personal Tax Assistant Manager to join a well-established and highly regarded accountancy practice in Leicester. Working closely with Directors and Partners, you will manage a varied portfolio of private clients while supporting the development of junior team members and contributing to the continued growth of the tax department.

Client Details

Our client is a leading independent accountancy practice with a long-standing presence in the East Midlands. The firm has built an outstanding reputation for delivering high-quality advice to private individuals, business owners, entrepreneurs, directors, partnerships, trusts and high-net-worth clients.

With a strong and loyal client base, the practice offers a personalised and relationship-driven approach, allowing tax professionals to become trusted advisers rather than purely compliance-focused accountants. The tax team continues to grow, creating genuine opportunities for career progression and increased responsibility.

Description

• Manage a portfolio of personal tax clients, ensuring compliance deadlines are met.
• Review personal tax returns prepared by junior staff.
• Provide tax planning advice to individuals, owner-managed businesses and high-net-worth clients.
• Advise on capital gains tax, inheritance tax and income tax matters.
• Support Partners and Directors on complex advisory assignments.
• Build and maintain strong client relationships, acting as a trusted point of contact.
• Identify tax planning opportunities across the client portfolio.
• Assist with HMRC enquiries and correspondence.
• Mentor and develop junior team members.
• Contribute to the ongoing growth and success of the tax team through business development and networking initiatives.

Profile

• ATT and/or CTA qualified, or currently studying towards CTA.
• Previous experience within a personal tax role in an accountancy practice.
• Strong technical knowledge of UK personal taxation.
• Experience managing a client portfolio and handling client relationships.
• Good understanding of capital gains tax, inheritance tax and self-assessment compliance.
• Strong communication and interpersonal skills.
• Commercially aware with a proactive approach to delivering client solutions.
• Ability to manage multiple deadlines and prioritise workload effectively.
• A desire to develop into a Manager and senior leadership role over time.

Job Offer

• Competitive salary of £42,000 to £50,000 depending on experience.
• Leicester-based office with hybrid working available.
• Full-time permanent position.
• Flexible working arrangements.
• Annual performance-related bonus.
• Generous holiday entitlement.
• Pension scheme.
• Professional subscription fees paid.
• Significant advisory exposure beyond compliance work.
• Clear pathway towards Tax Manager and future leadership opportunities.