Personal Tax Senior

Location: Alwalton

Personal Tax Assistant Manager - Peterborough | Hybrid Working

TPF Recruitment is supporting a leading and highly respected accountancy and advisory firm in their search for a Personal Tax Assistant Manager to join their growing Peterborough office.

This is an excellent opportunity for an ATT, CTA or ACA/ACCA qualified professional, or someone nearing qualification, who is looking to take the next step in their tax career. The role offers a mix of personal tax compliance, tax advisory and client relationship management, working with a varied portfolio of high net worth individuals, business owners, directors and trusts.

You'll join a collaborative and supportive tax team that places a strong emphasis on professional development, client service and career progression.

The Role

As a Personal Tax Assistant Manager, you will manage your own portfolio of clients while supporting senior tax professionals on a range of advisory projects.

Key responsibilities include:

Managing a portfolio of personal tax clients

Reviewing personal tax returns prepared by junior team members

Providing tax planning and advisory support to private clients

Advising on capital gains tax, inheritance tax and residency matters

Assisting with trust tax and estate planning work

Supporting directors and partners with complex advisory projects

Building and maintaining strong client relationships

Identifying tax planning opportunities for clients

Mentoring and supporting junior members of the tax team

Ensuring compliance deadlines are met and service levels remain high

Requirements Personal Tax Assistant Manager

To be considered, you will ideally have:

ATT, CTA, ACA or ACCA qualification, or be close to completion

Experience with in a UK accountancy practice or tax consultancy environment

Strong knowledge of personal tax compliance

Exposure to personal tax advisory work

Experience reviewing tax returns would be advantageous

Excellent communication and client facing skills

Strong organisational and time management abilities

A proactive and commercial approach to client service

Benefits Personal Tax Assistant Manager

Competitive salary package

Hybrid and flexible working arrangements

Ongoing learning and professional development

Clear career progression opportunities

Exposure to a broad and diverse client base

Supportive and collaborative working environment

Access to specialist tax advisory work

Modern and inclusive workplace culture

Opportunity to work for a nationally recognised professional services firm

Generous holiday entitlement and additional benefits package

Apply Now

If you're a Personal Tax Senior, Personal Tax Supervisor or Personal Tax Assistant Manager looking for a new opportunity in Peterborough, we'd love to hear from you.

TPF Recruitment is a specialist recruiter for accountancy practice, tax and finance professionals across the South East and East Anglia.

Refer a friend..

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 Love2

Shop vouchers. (Terms & Conditions apply)