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- Tasks: Manage personal tax clients and deliver compliance and advisory services.
- Company: A growing accountancy firm with a supportive and collaborative culture.
- Benefits: 25 days holiday, private medical insurance, and a salary sacrifice pension scheme.
- Other info: Clear progression potential and opportunities for mentoring junior team members.
- Why this job: Join a forward-thinking firm and develop your expertise with diverse clients.
- Qualifications: Experience in Personal or Private Client Tax and strong prioritisation skills.
The predicted salary is between 40000 - 50000 £ per year.
Chalk Hill Group are delighted to be working with a growing, well-backed accountancy firm based near Wokingham, currently seeking an Assistant Personal Tax Manager to join their expanding team. This is an excellent opportunity to join a forward-thinking firm offering a strong blend of compliance and advisory work, alongside exposure to a diverse and high-quality client portfolio. Clients include HNW individuals, business owners, and sole traders, providing plenty of variety and scope to develop your expertise.
The Role
- Managing a portfolio of personal tax clients
- Delivering both compliance and advisory services
- Building strong client relationships
- Supporting on complex tax matters
- Opportunity to mentor and develop junior team members
About the Firm
The firm combines big‑firm expertise with a collaborative and supportive culture, making it an ideal environment for ambitious professionals. With continued growth, there is clear progression potential, including the opportunity to take on greater responsibility, expand your portfolio, and move into team management. The leadership team actively promotes an inclusive, team‑oriented environment, with a strong focus on knowledge sharing and career development.
About you
- Experience in Personal or Private Client Tax within an accountancy practice
- Able to prioritise work effectively
- Able to work independently as well as in a collaborative team environment
What’s on Offer
- 25 days holiday (increasing annually to 30 days)
- Option to buy/sell up to 5 additional days
- Non‑contributory private medical insurance
- Salary sacrifice pension scheme
- Life assurance
- Modern offices with excellent breakout spaces
Personal Tax Assistant Manager employer: Chalk Hill Group
Contact Detail:
Chalk Hill Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the firm’s culture and values. We want you to show how you fit into their collaborative environment. Bring examples of how you've built strong client relationships or mentored others!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Assistant Manager role. Highlight your experience in personal or private client tax, and don’t forget to mention any relevant compliance and advisory work you've done.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this opportunity and how your background makes you a great fit for our team. Be sure to mention your ability to build strong client relationships and support junior team members.
Showcase Your Soft Skills: We love candidates who can work independently but also thrive in a collaborative environment. Make sure to highlight your prioritisation skills and any experiences where you’ve successfully worked as part of a team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at Chalk Hill Group
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and compliance. Familiarise yourself with the latest changes in tax laws and be ready to discuss how they might impact clients. This shows that you're not just knowledgeable but also proactive about staying updated.
✨Showcase Your Client Relationship Skills
Since the role involves managing a portfolio of personal tax clients, think of examples where you've built strong client relationships. Be prepared to share how you’ve handled complex tax matters and provided advisory services, as this will demonstrate your capability in a client-facing role.
✨Highlight Team Collaboration
This firm values a collaborative environment, so be ready to talk about your experience working in teams. Share specific instances where you’ve supported colleagues or mentored junior team members, as this aligns perfectly with their culture of knowledge sharing.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to personal tax and their client portfolio. This not only shows your interest in the role but also gives you a chance to assess if the firm’s values align with yours. It’s a win-win!