Private Client Tax Assistant Manager

TPF Recruitment Ltd; Canterbury; Ibrido; GBP 50.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Generous annual leave

Pension

Private medical insurance

Wellbeing support

Descrizione del lavoro

PF Recruitment in Canterbury is seeking a Personal Tax Assistant Manager to join a prestigious firm of chartered accountants. You will manage a diverse private client portfolio, oversee compliance, and contribute to advisory projects with support from experienced colleagues.

You will build strong client relationships, support juniors, and help identify additional tax opportunities. The firm offers a comprehensive benefits package, hybrid working and clear progression routes.

Competenze

• ATT and/or CTA qualification or equivalent experience.
• Strong personal tax compliance experience in an accountancy practice or tax firm.
• Experience contributing to private client tax advisory work.
• Experience managing client relationships and explaining technical matters.
• Experience reviewing work and mentoring junior colleagues.
• Strong organisational skills and commercial awareness.

Mansioni

• Manage a varied portfolio of private clients and act as main contact.
• Prepare and review personal tax returns ensuring deadlines and quality.
• Contribute to tax planning and advisory projects with senior colleagues.
• Attend client meetings and maintain regular contact to understand needs.
• Identify opportunities for further tax advice from other teams.
• Coordinate workloads, monitor budgets and client billing.

Conoscenze

Tax compliance experience

Tax advisory experience

Client relationship management

Mentoring junior staff

Organisational skills

Attention to detail

Formazione

ATT/CTA qualification or equivalent experience

Descrizione del lavoro

Canterbury, United Kingdom | Posted on 22/10/2026

PF Recruitment, Kent's leading accountancy practice recruitment agency, is recruiting for a Personal Tax Assistant Manager to join a fantastic firm of chartered accountants based in Canterbury.

This is an excellent opportunity for an experienced personal tax professional looking for a mix of client responsibility, technical work and career progression. You’ll manage a varied private client portfolio, oversee compliance and contribute to advisory assignments, with support from experienced colleagues.

As a Personal Tax Assistant Manager, you’ll build strong client relationships, support junior team members and identify opportunities to provide additional advice. The firm offers a comprehensive benefits package, hybrid working and clear progression routes.

Responsibilities

As a Personal Tax Assistant Manager, your responsibilities will include:

• Managing a varied portfolio of private clients and acting as their main point of contact.
  
• Preparing and reviewing personal tax returns, ensuring compliance work meets deadlines and quality standards.
  
• Contributing to tax planning and advisory projects alongside senior colleagues.
  
• Attending client meetings and maintaining regular contact to understand clients’ circumstances and requirements.
  
• Identifying opportunities for further tax advice or support from other specialist teams.
  
• Coordinating workloads, monitoring budgets and work in progress, and managing client billing.
  
• Supervising junior colleagues, reviewing their work and supporting their development.
  
• Assisting with additional compliance assignments and advisory projects as required.
  
• Keeping your technical knowledge current through training, research and monitoring tax developments.
  

Requirements

• To be considered for this Personal Tax Assistant Manager opportunity, you’ll have:
  
• An ATT and/or CTA qualification, or be qualified by experience.
  
• Strong personal tax compliance experience within an accountancy practice or specialist tax firm.
  
• Experience contributing to private client tax advisory work.
  
• Confidence managing client relationships and explaining technical matters clearly.
  
• Experience reviewing work and supporting junior colleagues.
  
• Strong organisational skills, attention to detail and commercial awareness.
  
• A proactive, collaborative approach to managing your workload.
  
• Ideally, experience in or an interest in agricultural clients, although this is not essential.
  

This Personal Tax Assistant Manager role could suit an experienced Tax Senior ready to progress or an existing Assistant Manager looking for a new opportunity.

• £50,000 to £60,000, depending on experience.
  
• Hybrid working, typically three days in the office and two from home.
  
• Flexible working arrangements and family friendly policies.
  
• Generous annual leave allowance, plus bank holidays, with the option to purchase additional holiday.
  
• Contributory pension, life assurance and income protection.
  
• Healthcare benefits, including private medical insurance and a health cash plan.
  
• Access to wellbeing support, counselling and an Employee Assistance Programme.
  
• Employee discounts and recognition awards.
  
• Clear career progression and ongoing internal and external training.
  
• An additional day of leave for volunteering.
  
• Optional benefits including a cycle to work scheme and interest free car or motorbike loans.