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Personal Tax Senior
- Aggregated by CV-Library
- Peterborough
- Permanent
- Full Time
Job Description
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
RequirementsPersonal Tax Assistant Manager
To be considered, you will ideally have:
ATT, CTA, ACA or ACCA qualification, or be close to completion
Experience within 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
BenefitsPersonal 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 Love2Shop vouchers. (Terms & Conditions apply)
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
RequirementsPersonal Tax Assistant Manager
To be considered, you will ideally have:
ATT, CTA, ACA or ACCA qualification, or be close to completion
Experience within 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
BenefitsPersonal 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 Love2Shop vouchers. (Terms & Conditions apply)