Private Client Tax Assistant Manager

TPF Recruitment; Haywards Heath; On-site; GBP 38,000 - 48,000; Full time

Job summary

A prestigious client in Haywards Heath is seeking a Personal Tax Assistant Manager. This role is ideal for a Personal Tax Senior ready for advancement or an experienced Assistant Manager looking for a new challenge. Responsibilities include client management, tax compliance, and team supervision. The organization is known for its growth and offers a competitive salary.

Qualifications

• Previous experience in a personal tax role, ideally at a senior or assistant manager level.
• Strong technical knowledge of personal tax and compliance.

Responsibilities

• Build and maintain strong relationships with clients.
• Oversee preparation and submission of self-assessment tax returns.
• Provide tax planning and advisory services.

Skills

Client Management

Tax Compliance

Advisory Services

Technical Expertise

Team Player

Proactive

Education

ATT/CTA qualified

Job description

Haywards Heath, United Kingdom | Posted on 27/03/2025

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:

• 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.
• 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.
• Advisory Services: Provide tax planning and advisory services to clients, identifying opportunities for tax savings and advising on the implications of tax legislation.
• 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.
• 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.
• Workflow Management: Assist in managing the workflow within the team, ensuring that all deadlines are met and work is completed efficiently and accurately.
• 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.
• Salary: Competitive, ranging from £38,000 to £48,000.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply).