Personal Tax Assistant Manager

TPF Recruitment; Winnersh; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

An established accountancy firm in Winnersh is seeking a Personal Tax Assistant Manager to manage a portfolio of personal tax clients. This role involves overseeing tax return submissions, providing mentorship to junior colleagues, and delivering tax planning services. Ideal candidates will have 3+ years of tax experience and relevant qualifications. The position offers a competitive salary and flexible hybrid working opportunities.

Benefits

Competitive salary

25 days holiday + bank holidays

Flexible hybrid working model

Full CTA study support

Qualifications

• Minimum of 3 years’ experience in a tax-focused role within practice.
• Strong technical knowledge and experience across personal tax compliance and planning.
• Experience in mentoring junior staff.

Responsibilities

• Manage and oversee a portfolio of personal tax clients.
• Review self-assessment tax returns prepared by junior colleagues.
• Deliver tax planning and advisory services.

Skills

Confident communicator

Excellent client relationship management

Self-motivated

Education

ATT, ACA, or ACCA qualified (CTA preferred)

Job description

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Personal Tax Assistant Manager, Winnersh

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Client:

TPF Recruitment

Location:

Winnersh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c4db40609c67

Job Views:

6

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Job Description

A well-established and growing accountancy firm is seeking to recruit a Personal Tax Assistant Manager to join its expanding private client team. The firm is recognised for its high-quality compliance services and forward-thinking advisory support, working with a varied portfolio of SMEs, high-net-worth individuals, landlords, and entrepreneurs.

This is an excellent opportunity for an experienced personal tax professional to take on a portfolio management role with strong scope for development and involvement in wider tax planning projects.

Key Responsibilities:

• Manage and oversee a portfolio of personal tax clients, ensuring accurate and timely tax return submissions
  
• Review self-assessment tax returns prepared by junior colleagues
  
• Provide technical guidance and mentorship to junior staff members
  
• Handle HMRC correspondence, including enquiries, compliance checks, and disclosures (e.g. Let Property Campaign, WDF, 60-day CGT reporting)
  
• Deliver tax planning and advisory services, including IHT and residency advice
  
• Liaise with clients on tax liabilities and planning opportunities
  
• Ensure compliance processes are managed effectively, with attention to key deadlines and team KPIs
  
• Collaborate closely with the wider tax and accounts teams, reporting into the Tax Director
  

Requirements

• ATT, ACA, or ACCA qualified (CTA preferred or studying)
• Minimum of 3 years’ experience in a tax-focused role within practice
• Strong technical knowledge and experience across personal tax compliance and planning
• Confident communicator with excellent client relationship management skills
• Self-motivated, with the ability to manage deadlines and workload independently

Benefits

• Competitive salary: £50,000 – £65,000, depending on experience and qualifications
  
• 25 days holiday + bank holidays
  
• Office closure over the Christmas period
  
• Full CTA study support (if applicable)
  
• Flexible hybrid working model
  
• A range of additional benefits and perks
  

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [emailprotected] , or via LinkedIn for a confidential conversation.
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Requirements
ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.