Personal Tax Assistant Manager

ACCA Careers; Leicester; Hybrid; GBP 42,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Annual performance-related bonus

Generous holiday entitlement

Pension scheme

Professional subscription fees paid

Significant advisory exposure

Job summary

ACCA Careers in Leicester is seeking a Personal Tax Assistant Manager to join a respected accountancy practice. You will manage a varied private client portfolio, mentor juniors and help grow the tax department, working closely with Directors and Partners.

The role requires ATT and/or CTA qualification (or studying toward CTA), strong UK personal tax knowledge, and proven client‑facing experience. Hybrid office-based role with progression into Tax Manager.

Qualifications

• ATT and/or CTA qualification or in progress toward CTA.
• Strong technical knowledge of UK personal taxation.
• Experience managing a client portfolio and client relationships.
• Proactive and commercially aware with strong communication skills.

Responsibilities

• Manage a portfolio of personal tax clients and ensure deadlines are met.
• Review personal tax returns prepared by junior staff.
• Provide tax planning advice to individuals, owner‑managed businesses and HNW 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 as a trusted contact.
• Identify tax planning opportunities across the portfolio.
• Assist with HMRC enquiries and correspondence.
• Mentor and develop junior team members.
• Contribute to growth of the tax team through business development.

Skills

Personal tax

Client relationships

Tax planning

Deadline management

Education

ATT/CTA qualified or studying towards CTA

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