Personal Tax Senior

Personal Tax Assistant Manager - Hybrid, Peterborough

Peterborough, United Kingdom

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

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

• 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