Personal Tax Assistant Manager​/Manager

Position: Personal Tax Assistant Manager / Manager
Job Opportunity:
Assistant Tax Manager

Location:

Kingston, Surrey

Employment Type:

Permanent, Full Time or Part Time

Working Pattern:
Flexible / Hyrbid working available

Sector:
Accountancy Practice / Tax

TPF Recruitment, the leading accountancy practice recruiters in the South, are delighted to be supporting a growing and forward thinking accountancy practice with the recruitment of an Assistant Tax Manager to join their expanding tax team.

This is an excellent opportunity for an experienced CTA qualified personal tax professional who is ready to take the next step in their career and develop their management experience.

The role combines hands on personal tax work with responsibility for managing a portfolio of clients, reviewing work and leading a small team of tax return preparers. It would suit someone who enjoys working closely with clients, has strong technical knowledge and is ready to take on greater responsibility within a growing practice.

The Role

As Assistant Tax Manager, you will manage your own portfolio of personal tax clients whilst overseeing and supporting a small team of tax return preparers.

You will remain hands on with personal tax work, preparing a number of returns yourself, whilst reviewing the work of colleagues and providing technical support and guidance.

Key responsibilities will include:

Managing a portfolio of personal tax clients from start to finish

Acting as a key point of contact and building strong client relationships

Setting up and managing client files

Overseeing the preparation and submission of personal tax returns

Preparing a number of personal tax returns yourself

Reviewing tax returns and other tax work completed by junior team members and peers

Leading and supporting a small team of tax return preparers

Providing guidance and support on technical and client queries

Managing workloads and helping the team meet key deadlines

Maintaining quality control across tax preparation systems and processes

Identifying opportunities to improve efficiency and ways of working

Providing practical advice on income tax planning, CGT and other personal tax matters

Managing HMRC correspondence and enquiries

Resolving client tax issues efficiently

Keeping up to date with changes in tax legislation

Supporting the wider tax team during busy periods

Contributing to the ongoing development of the tax department and service offering

Requirements

The Ideal Candidate

CTA qualified

Strong experience within personal tax compliance

Previous experience working within an accountancy practice

Confident managing a portfolio of personal tax clients

Strong technical knowledge across UK personal tax, including income tax and CGT

Experience reviewing tax work would be advantageous

Comfortable providing guidance and support to more junior team members

Confident and personable when dealing directly with clients

Strong communication and interpersonal skills

Organised and able to manage competing deadlines

Process minded with an interest in improving systems and processes

Ambitious and proactive with a desire to progress into management

Strong attention to detail and commitment to producing high quality work

A collaborative team player who enjoys supporting and developing others

Benefits What's on Offer

Full time or part time working options

Flexible working culture and hours

Opportunity to take the next step into management

Responsibility for a portfolio of personal tax clients

Team leadership and mentoring experience

Supportive and collaborative tax team

Regular CPD and technical development

Opportunity to contribute to the future direction of the tax department

Input into service development, strategy and team growth

Excellent long term career progression

Potential to develop into senior leadership, niche tax specialisms or…