Private Client Tax Assistant Manager

TPF Recruitment Ltd; Chatham; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Generous annual leave

Pension scheme

Private medical insurance

Health cash plan

Wellbeing support and EAP

Cycle to work scheme

Interest-free loan for car or motorbke

Employee discounts

Job summary

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 Chatham.

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.

Qualifications

• ATT and/or CTA qualification, or qualified by experience.
• Strong personal tax compliance experience within an accountancy practice or specialist tax firm.
• Experience contributing to private client tax advisory work.
• Ability to explain technical matters clearly to clients.
• Experience reviewing work and supporting junior colleagues.
• Strong organisational skills and commercial awareness.
• Proactive, collaborative workload management.
• Agricultural client experience or interest is a plus.

Responsibilities

• Managing a varied portfolio of private clients and acting as their main point of contact.
• Preparing and reviewing personal tax returns, ensuring deadlines and quality.
• Contributing to tax planning and advisory projects with senior colleagues.
• Attending client meetings and maintaining regular contact to understand clients’ circumstances.
• Identifying opportunities for further tax advice or support from other teams.
• Coordinating workloads, budgets and billing; monitoring work in progress.
• Supervising junior colleagues and supporting their development.
• Assisting with compliance and advisory projects; keeping knowledge current.

Education

ATT and/or CTA qualification, or qualified by experience

Job description

Chatham, 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 Chatham.

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.