Personal Tax Assistant Manager

Hyra; England; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

£50,000–£60,000 salary

Orpington or Sidcup base

Top 100 accountancy practice

Varied private client portfolio

Exposure to tax planning and advisory

Supervisory experience development

Job summary

TPF Recruitment is recruiting a Personal Tax Assistant Manager for a Top 100 practice based in Orpington or Sidcup. The role offers greater client responsibility and opportunities to develop technical and supervisory skills within an established practice.

You will manage a varied private client portfolio, oversee compliance, and support senior colleagues with tax planning and advisory work, while reviewing junior staff and maintaining high service standards.

Qualifications

• Strong personal tax and self assessment knowledge with client-facing experience.
• Ability to manage a private client portfolio and meet deadlines.
• Experience reviewing work and mentoring junior colleagues.

Responsibilities

• Manage a portfolio of private clients and act as main contact.
• Prepare and review self assessment tax returns and associated computations.
• Explain tax liabilities and deadlines to clients and ensure compliance.
• Coordinate work with colleagues and meet portfolio deadlines.
• Provide advisory support to managers and partners on tax planning.

Skills

Personal tax experience

Self assessment

Client relationships

Portfolio management

Advisory opportunities

Mentoring juniors

Education

Experience in accountancy practice

Job description

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

• 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

• 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.

Benefits

• £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.