Personal Tax Services Manager – Lead & Mentor

Saffery Llp; England; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy firm in the United Kingdom is seeking an experienced Assistant Manager to manage personal tax compliance for a diverse portfolio, including individuals and trusts. The role involves delivering tailored advice, supporting junior staff, and ensuring deadlines are met. The firm offers a supportive team culture, hybrid working options, and competitive benefits including a contributory pension scheme and a discretionary bonus scheme.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Flexible benefits and family friendly policies

Profit-Sharing Plan eligibility

Discretionary bonus scheme eligibility

Qualifications

• Previous relevant experience in managing a portfolio of clients.
• Experience in personal tax compliance services delivery and management.
• Experience providing tailored tax advice.

Responsibilities

• Manage a portfolio of clients and review work of junior staff.
• Ensure all compliance deadlines are met.
• Deliver tailored advice on inheritance and capital gains tax planning.

Skills

Management of personal tax compliance

Excellent organizational skills

Confident communication

Attention to detail

IT skills

Job description

A leading accountancy firm in the United Kingdom is seeking an experienced Assistant Manager to manage personal tax compliance for a diverse portfolio, including individuals and trusts. The role involves delivering tailored advice, supporting junior staff, and ensuring deadlines are met. The firm offers a supportive team culture, hybrid working options, and competitive benefits including a contributory pension scheme and a discretionary bonus scheme.