Personal Tax Assistant Manager

TPF Recruitment; Orpington; On-site; GBP 50,000 - 60,000; Full time

Job summary

TPF Recruitment Ltd. is recruiting a Personal Tax Assistant Manager to join a Top 100 accountancy practice, based in Orpington or Sidcup. You will manage a private client portfolio and support junior staff, focusing on self-assessment and tax planning.

The role offers client-facing responsibility, advisory opportunities, and development within a leading firm.

Qualifications

• Strong personal tax experience within an accountancy practice or specialist tax firm.
• Experience managing client relationships and taking ownership of a portfolio.
• Confidence preparing and reviewing personal tax returns.
• Ability to explain technical matters clearly to clients and colleagues.
• Interest in developing advisory experience and progressing in tax career.

Responsibilities

• Managing a portfolio of private clients and acting as their main point of contact.
• Preparing and reviewing self assessment tax returns and supporting computations.
• Ensuring clients understand tax liabilities, payment dates and compliance obligations.
• Overseeing portfolio deadlines and coordinating work with colleagues.
• Advising on routine personal tax matters and identifying opportunities for planning.
• Liaising with HMRC on client matters and assisting with enquiries.
• Reviewing work by junior colleagues and providing constructive feedback.
• Developing strong client relationships and maintaining high service standards.

Skills

Personal tax

Client relationships

Self assessment

Portfolio management

Job description

Orpington, United Kingdom | Posted on 29/10/2026

TPF Recruitment, Kent's leading accountancy practice recruitment agency, is recruiting for a Personal Tax Assistant Manager to join a fantastic Top 100 accountancy practice, based in either Orpington or Sidcup.

This is an excellent opportunity for an experienced personal tax professional looking for greater client responsibility and the opportunity to develop their technical and supervisory skills within an established practice.

As a Personal Tax Assistant Manager, you’ll manage a varied private client portfolio, oversee compliance assignments and support senior colleagues with tax planning and advisory work. You’ll also review work and help junior team members develop their knowledge and confidence.

Responsibilities

As a Personal Tax Assistant Manager, your responsibilities will include:

• Managing a portfolio of private clients and acting as their main point of contact.
  
• Preparing and reviewing self assessment tax returns and supporting computations.
  
• Ensuring clients understand their tax liabilities, payment dates and compliance obligations.
  
• Overseeing portfolio deadlines and coordinating work with colleagues.
  
• Advising on routine personal tax matters and identifying opportunities for further planning.
  
• Supporting managers and partners with advisory assignments and more complex technical queries.
  
• Liaising with HMRC on client matters and assisting with enquiries where required.
  
• Reviewing work prepared by junior colleagues and providing constructive feedback.
  
• Building strong client relationships and maintaining a high standard of service.
  

Requirements

To be considered for this Personal Tax Assistant Manager opportunity, you’ll have:

• Strong personal tax experience within an accountancy practice or specialist tax firm.
  
• A thorough understanding of self assessment and private client tax compliance.
  
• Experience managing client relationships and taking ownership of a portfolio or assignments.
  
• Confidence preparing and reviewing personal tax returns.
  
• The ability to explain technical matters clearly to clients and colleagues.
  
• Experience supporting junior team members or reviewing their work.
  
• Strong organisational skills, commercial awareness and attention to detail.
  
• An interest in developing your advisory experience and progressing your tax career.
  
• This Personal Tax Assistant Manager role could suit an experienced Tax Senior ready to step up or an existing Assistant Manager looking for a new opportunity.
  
• £50,000 to £60,000, depending on experience.
  
• A position based in either Orpington or Sidcup.
  
• The opportunity to join a fantastic Top 100 accountancy practice.
  
• A varied private client portfolio with responsibility for client relationships.
  
• Exposure to tax planning and advisory assignments.
  
• The opportunity to develop your supervisory experience alongside specialist tax colleagues.