Personal Tax Assistant Manager

AJ Chambers ®; Whiteley; Vor Ort; GBP 55.000 - 70.000; Vollzeit

Zusammenfassung

AJ Chambers is seeking a Personal Tax Assistant Manager to join our Private Client Tax team in the UK. You will manage a diverse portfolio of high-net-worth individuals, business owners and trusts, combining compliance work with advisory input to grow client relationships.

The role offers exposure to capital gains, Inheritance Tax, residence and domicile considerations, along with Making Tax Digital compliance and quarterly reporting.

Qualifikationen

• Experience in personal tax, private client tax or individual tax compliance within an accountancy practice or tax advisory environment.
• Experience managing a portfolio of clients and meeting compliance deadlines.
• Strong UK personal tax knowledge with advisory potential.
• Confident communicator with client-facing experience.

Aufgaben

• Manage a portfolio of personal tax clients, overseeing compliance work and deadlines.
• Prepare and review self‑assessment tax returns for individuals and business owners.
• Respond to client queries and HMRC inquiries.
• Advise on personal tax matters including CGT, IHT, residency and trust issues.
• Support Making Tax Digital requirements and quarterly reporting.
• Prepare P11Ds and assist with CGT calculations, including UK property disposals.
• Review client information and identify advisory opportunities.
• Manage workflow, deadlines and budgets across the portfolio.
• Stay updated with UK tax changes and communicate implications to clients.
• Collaborate with the wider tax team to deliver high service standards.

Kenntnisse

Personal Tax

Portfolio management

Client communication

UK tax knowledge

Tools

IRIS Personal Tax

Microsoft Office

Jobbeschreibung

Personal Tax Assistant Manager | Private Client Tax

The Opportunity An established accountancy and tax advisory firm is looking to grow its personal tax team with the addition of an Assistant Manager. This role would suit an experienced Personal Tax Senior or Assistant Manager looking to take on greater responsibility, develop their advisory experience and manage a varied portfolio of private clients. You’ll work with high-net-worth individuals, business owners, investors and trusts, covering a mix of personal tax compliance and advisory work. The position offers exposure to a broad range of personal tax matters, with the opportunity to build client relationships and develop your technical expertise.

Responsibilities

• Manage a portfolio of personal tax clients, overseeing compliance work and ensuring deadlines are met.


• Prepare and review self‑assessment tax returns for individuals, high‑net‑worth clients and business owners.


• Respond to client queries and deal with HMRC enquiries, disclosures and related correspondence.


• Advise on personal tax matters, including Capital Gains Tax, Inheritance Tax, residence and trust‑related issues.


• Support clients with Making Tax Digital requirements and quarterly reporting.


• Prepare P11Ds and assist with Capital Gains Tax calculations, including UK property disposals.


• Review client information, identify potential tax issues and flag opportunities for further advisory work.


• Manage workflow, deadlines and budgets across the portfolio.


• Keep up to date with changes in UK tax legislation and communicate relevant implications to clients.


• Work collaboratively with colleagues across the wider tax team to deliver a high standard of client service.

Qualifications

Required Skills

• Experience in personal tax, private client tax or individual tax compliance within an accountancy practice or tax advisory environment.


• Experience managing a portfolio of clients and taking responsibility for compliance deadlines.


• Good technical knowledge of UK personal tax, with an interest in developing advisory skills.


• Confident communicating with clients and handling queries independently.


• Strong organisational skills and the ability to manage competing deadlines.


• Comfortable using Microsoft Office and personal tax software.

Preferred Skills

• Experience using IRIS Personal Tax.


• Exposure to high‑net‑worth individuals, business owners or trusts.


• Knowledge of residence and domicile matters, including the Foreign Income and Gains (FIG) regime.


• Experience with Inheritance Tax planning, Capital Gains Tax or other personal tax advisory projects.


• Experience supporting or reviewing the work of more junior team members.


• Candidates with a strong personal tax compliance background who are looking to broaden their advisory experience are encouraged to apply.