Private Client Tax Assistant Manager

TN United Kingdom; Haywards Heath; On-site; GBP 38,000 - 48,000; Full time

Job summary

An established industry player is seeking a Personal Tax Assistant Manager to join their dynamic team in Haywards Heath. This role presents a unique opportunity for a Personal Tax Senior ready to step into management or for an experienced Assistant Manager looking for new challenges. You will be responsible for client management, overseeing tax compliance, and providing advisory services, all while supporting junior staff. With a competitive salary and a clear growth plan, this is an exciting opportunity to advance your career in a supportive environment that values professional development and teamwork.

Benefits

Professional Development Opportunities

Supportive Working Environment

Career Progression

Dynamic Team Atmosphere

Qualifications

• Experience in personal tax roles, ideally at senior or assistant manager level.
• Strong technical knowledge of personal tax and compliance.

Responsibilities

• Manage client relationships and provide expert personal tax advice.
• Oversee tax return preparation and ensure compliance with regulations.
• Support business development and identify new opportunities.

Skills

Personal Tax Knowledge

Client Management

Tax Compliance

Advisory Services

Team Supervision

Proactive Problem Solving

Education

ATT/CTA Qualification

Job description

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Client:

TPF Recruitment

Location:

Haywards Heath, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

ac47ffc428d0

Job Views:

3

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

TPF Recruitment is delighted to be representing a prestigious client located in Haywards Heath, Sussex, in their search for a Personal Tax Assistant Manager. This is a fantastic opportunity for a Personal Tax Senior ready to advance into their first assistant manager role, or for an experienced Assistant Manager seeking a fresh challenge and a new environment. Our client is a large, independent organization with an impressive growth plan to expand their business further, making this an exciting time to join their team.

Key Responsibilities:

1. Client Management: Build and maintain strong relationships with clients, ensuring the highest level of service and satisfaction. Handle client queries and provide expert advice on personal tax matters.
2. Tax Compliance: Oversee the preparation and submission of self-assessment tax returns for a diverse portfolio of clients. Ensure compliance with tax regulations and deadlines.
3. Advisory Services: Provide tax planning and advisory services to clients, identifying opportunities for tax savings and advising on the implications of tax legislation.
4. Team Supervision: Support the Tax Manager in supervising and mentoring junior staff members. Review work completed by junior team members, providing feedback and guidance to ensure high standards of work.
5. Technical Expertise: Stay up-to-date with the latest tax legislation and developments. Share knowledge with the team and clients, ensuring they are informed of any changes that may impact their tax position.
6. Workflow Management: Assist in managing the workflow within the team, ensuring that all deadlines are met and work is completed efficiently and accurately.
7. Business Development: Support the firm’s growth by identifying new business opportunities and participating in business development activities.

Requirements

• Experience: Previous experience in a personal tax role, ideally at a senior or assistant manager level.
• Qualifications: ATT/CTA qualified or equivalent.
• Skills: Strong technical knowledge of personal tax and compliance. Excellent client management skills with the ability to communicate effectively and build strong relationships.
• Team Player: Ability to work well within a team, mentoring junior staff and contributing to the overall success of the team.
• Proactive: A proactive approach to work, with the ability to identify opportunities for clients and the business.

Competitive salary ranging from £38,000 to £48,000. Opportunity to work with a large, independent firm with a clear growth plan. Supportive and dynamic working environment. Opportunities for professional development and career progression.

Please contact Mark Sitton on 01273 102 360, or via LinkedIn for a confidential conversation.