Personal Tax Assistant Manager

TPF Recruitment; Reigate; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A well-regarded accountancy firm is seeking a Personal Tax Assistant Manager to join their expanding tax team in Reigate. This opportunity is ideal for an experienced tax professional looking to advance their career in a supportive environment. Key responsibilities include managing client portfolios, preparing tax returns, and advising clients on tax matters. The firm offers flexible working options, a competitive salary, and a clear pathway for professional development.

Benefits

Competitive salary and benefits package

Career progression opportunities

Flexible and hybrid working options

Supportive team environment

Regular training and development opportunities

Qualifications

• Minimum 3-5 years experience in personal tax within an accountancy practice.
• Strong technical knowledge of personal tax compliance and planning.
• Proven experience managing a client portfolio.

Responsibilities

• Manage a diverse portfolio of personal tax clients, including high-net-worth individuals.
• Prepare and review self-assessment tax returns ensuring compliance.
• Advise on personal tax matters like income tax and inheritance tax.

Skills

Interpersonal Skills

Client Relationship Management

Leadership

Technical Knowledge of Tax Compliance

Education

ACA, ACCA, ATT, or CTA qualified

Tools

Tax Software

Microsoft Office Suite

Job description

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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, , or via LinkedIn for a confidential conversation.

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