Personal Tax Assistant Manager – Hybrid & Flexible

Abacus Professional Recruitment Ltd; Coleraine; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Personal Tax Assistant Manager to join their supportive team. This role offers the opportunity to manage a diverse portfolio of personal tax compliance clients, identify planning opportunities, and deliver estate planning services. The firm values its people, providing essential learning and development, as well as flexible and hybrid working arrangements. With a commitment to diversity and inclusion, this firm fosters an environment where everyone feels valued and empowered. If you are passionate about tax and want to make a difference in a collaborative setting, this position is perfect for you.

Qualifications

• ACA and/or CTA qualified with experience in personal tax compliance.
• Strong interpersonal and leadership skills to mentor junior staff.

Responsibilities

• Manage a diverse portfolio of personal tax compliance clients.
• Identify tax planning opportunities and deliver advisory assignments.
• Train and mentor trainees, developing their professional skills.

Skills

Interpersonal Skills

Leadership Skills

Organizational Skills

Tax Planning

Client Relationship Management

Commercial Awareness

Education

ACA Qualified

CTA Qualified

Job description

Personal Tax Assistant Manager – Hybrid & Flexible

Significant demand exists in the local market for tax professionals at all levels. Choosing which firm to commit your future to is a big decision. Our client has recently seen additional investment and expansion, as a result they enter the local market determined to add more ‘best-in-class’ professionals to their long-serving and supportive team.

Here are some things to consider, even before you review the job description:

• This is a well-established firm, with a prestigious client list but most importantly, it is led by a team of Directors and Associate Directors that are involved, supportive and approachable.
• This is a people-focused firm, supporting staff in all aspects is part of the DNA of this practice, from essential learning and development to flexible and hybrid working, people are at the centre of its success.
• The leadership team is committed and taking steps to foster a diverse, equitable, and inclusive workplace where everyone feels valued and empowered to succeed.
• The successful appointee to this Personal Tax Assistant Manager position will report to an Associate Director and join an established team of 6 in personal tax and 15 across the department.

Key Responsibilities:

• Assisting in managing a diverse portfolio of personal tax compliance clients.
• Identifying personal tax planning opportunities and assisting in delivering advisory assignments.
• Playing a key role in the delivery of estate planning services to clients.
• Training and mentoring trainees within the team, developing their professional skills.
• Building and maintaining trusted client relationships.
• Overseeing the financial management of your portfolio.
• Contributing to the firm’s Business Development initiatives.

Skills, Knowledge and Expertise:

• ACA and/or CTA qualified.
• Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services.
• Strong interpersonal skills with the ability to develop exceptional client relationships.
• Proficiency in identifying and delivering tax planning opportunities.
• Solid organisational skills with the ability to manage multiple priorities efficiently.
• Leadership and mentoring skills, with experience in developing junior staff.
• Commercial awareness, with the ability to contribute to business development.
• A proactive and solutions-focused mindset.

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