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Personal Tax Senior Associate / Assistant Manager
Job summary
A leading accountancy firm in Swindon is looking for a Personal Tax Senior Associate / Assistant Manager to manage a diverse portfolio of tax clients. The ideal candidate will have strong experience in tax compliance and advisory services, along with relevant qualifications. This permanent role offers a competitive salary of £35,000 to £52,000 per annum, with opportunities for career progression and specialized training in tax advisory services.
Benefits
Qualifications
- Strong experience in personal tax compliance and advisory services.
- Professional qualifications such as ATT, CTA, or equivalent.
- Excellent attention to detail and organisational skills.
- Effective communication skills, both written and verbal, for client interaction.
- A proactive approach to problem-solving and client service.
Responsibilities
- Manage a portfolio of personal tax clients, ensuring compliance with tax regulations and deadlines.
- Provide expert tax advisory services to clients, including planning and mitigation strategies.
- Review and prepare complex personal tax returns and computations.
- Support and mentor junior team members to enhance their technical skills.
- Identify opportunities for additional services and cross-selling within the firm.
- Act as a key point of contact for client queries and build strong relationships.
- Stay updated on changes in tax legislation and compliance.
- Assist with the development of processes to improve efficiency.
Skills
Education
This is an exciting opportunity for a Personal Tax Senior Associate / Assistant Manager to join a nationally & internationally renowned accountancy firm specialising in tax. The role is based in Swindon and focuses on providing expert advisory and compliance services to a diverse client base, with director mentorship from the Director.
The hiring company is a well-established accountancy firm with a focus on tax and advisory services. With a significantly experienced team, they are known for their technical expertise and commitment to delivering exceptional client service.
- Manage a portfolio of personal tax clients, ensuring compliance with tax regulations and deadlines.
- Provide expert tax advisory services to clients, including planning and mitigation strategies.
- Review and prepare complex personal tax returns and computations.
- Support and mentor junior team members to enhance their technical skills.
- Identify opportunities for additional services and cross‑selling within the firm.
- Act as a key point of contact for client queries and build strong professional relationships.
- Stay updated on changes in tax legislation and ensure compliance in all client matters.
- Assist with the development of new processes to improve efficiency in the tax department.
A successful Personal Tax Senior Associate / Assistant Manager should have:
- Strong experience in personal tax compliance and advisory services.
- Professional qualifications such as ATT, CTA, or equivalent.
- Excellent attention to detail and organisational skills.
- Effective communication skills, both written and verbal, for client interaction.
- A proactive approach to problem‑solving and client service.
- Competitive salary range of £35,000 to £52,000 per annum.
- Opportunities for career progression within the tax department.
- Bonus scheme to reward performance.
- Comprehensive mentoring and leadership development programmes.
- Specialised training in tax advisory services.
This permanent role in Swindon offers an excellent opportunity to grow your career in professional services. Apply now to take the next step in your journey as a Personal Tax Senior Associate / Assistant Manager!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.