Personal Tax Assistant Manager / Manager

TN United Kingdom; Bath; Hybrid; GBP 45,000 - 62,000; Full time

Job summary

An established industry player is seeking a Personal Tax Assistant Manager to manage a diverse portfolio of clients, including high net worth individuals and partnerships. This role offers a competitive salary and a hybrid working environment, allowing for flexibility and work-life balance. You will be responsible for providing exceptional client service, reviewing tax computations, and supporting junior team members. With a focus on career progression and a supportive team culture, this is an exciting opportunity for those looking to enhance their technical knowledge and advisory skills in a dynamic setting.

Benefits

25 days annual leave

Flexi time and toil options

Pension contributions

On-site parking

Clear career progression

Qualifications

• Qualified in ACA/ACCA and/or ATT with solid experience in tax compliance.
• Desire to expand technical knowledge and advisory skills.

Responsibilities

• Manage a portfolio of clients including company directors and high net worth individuals.
• Review income tax and capital gains tax computations.

Skills

Tax compliance review

Portfolio management

Communication skills

Client service

Advisory skills

Education

ACA/ACCA qualified

ATT qualified

CTA desirable

Job description

Personal Tax Assistant Manager / Manager, Bath

Client: Page Personnel

Location: Bath, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 48ba352ea7eb

Job Views: 6

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description

• Manage a portfolio of clients including company directors, business owners, high net worth individuals, and partnerships.
• Manage tax relationships with clients and provide exceptional client service.
• Review income tax and capital gains tax computations, liaising with specialists on technical matters.
• Review business and corporation tax computations prepared by our Business Services team for SMEs.
• Provide support and guidance to junior team members.
• Support Partners on advisory projects.
• Research and understand technical matters, presenting them clearly and practically.

The Successful Applicant

• ACA/ACCA and/or ATT qualified; CTA desirable.
• Solid experience in tax compliance review and portfolio management, with a desire to expand technical knowledge and advisory skills.
• Knowledge of inheritance tax and taxation of trusts is desirable but not essential.
• Excellent communication skills, both written and oral, with clients and colleagues.
• Client-driven and commercially aware.
• Team player with an enthusiastic and flexible attitude.

What's on Offer

• Competitive salary: £45,000 - £62,000
• 25 days annual leave
• Flexi time and toil options
• Hybrid working
• Pension contributions
• On-site parking
• Clear career progression

If interested, please contact Connor Matthews at Michael Page on 07778333489.