Personal Tax Assistant Manager

Personal Tax Assistant Manager – Peterborough

Join a leading accountancy firm as a Personal Tax Assistant Manager. The role involves managing a portfolio of high-net-worth individuals, families, trusts and estates, preparing and reviewing tax returns, and handling IHT reporting while engaging in advisory and business development opportunities.

• Prepare, submit and review annual personal tax returns for designated clients.
• Advise clients on a variety of private-client and personal tax matters.
• Manage a diverse portfolio including high-net-worth individuals, wealthy families, trusts, estates and offshore structures.
• Ensure tax returns comply with regulations; liaise with HMRC and clients.
• Handle HMRC interventions such as S9A enquiries, investigations and voluntary disclosures.
• Prepare and report IHT 100 and IHT 400 forms.
• Maintain up‑to‑date technical knowledge via continuing professional development.
• Identify and support advisory work, spotting opportunities to win new business.
• Assist in business development and marketing initiatives.
• Develop junior team members and support senior staff on complex projects.

• CTA, ACA, ACCA qualified or equivalent.
• Experience as an Assistant Manager or readiness to step into this level.
• Strong professional curiosity and a desire for continuous learning.
• IT literate (Excel, Word, tax software).
• Excellent verbal and written communication skills.
• Ability to supervise junior staff.
• Organisational and planning skills with strong prioritisation.
• Problem‑solving and decision‑making abilities.
• Capacity to work well under pressure.
• Positive commitment to the firm in interactions with clients and colleagues.

• Agile working: core hours 10 AM-2 PM with two days remote per week.
• 25 days holiday plus bank holidays; option to buy or sell up to 5 days.
• Competitive salary package.
• Employee recognition awards including Outstanding Performance Award and annual bonus.
• Succession planning and supportive management structure.
• Employee Assistance Programme with free confidential 24‑hour support, counselling and virtual doctors.
• Additional company benefits (details available).