Personal Tax Assistant Manager in Bournemouth

Personal Tax Assistant Manager in Bournemouth

Bournemouth Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of private clients and lead compliance cycles.
  • Company: Respected independent accountancy firm with a people-first culture.
  • Benefits: Hybrid working, profit-sharing plan, bonus scheme, and generous benefits.
  • Why this job: Join a forward-thinking team and shape your own advisory focus.
  • Qualifications: CTA qualified or working towards it, with strong personal tax experience.
  • Other info: Flexible hours and excellent opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

Our client, a highly respected independent accountancy firm, is looking for an Assistant Manager to join their Personal Tax team. With a strong reputation across the South and a people-first culture, this is a fantastic opportunity to work with high-net-worth individuals, trusts, partnerships, and LLPs in a role that blends compliance, advisory, and leadership.

Why this role stands out:

  • Join a forward-thinking firm with over 50 tax professionals across four offices
  • Exposure to complex tax matters including inheritance tax, CGT, international tax, and trust planning
  • Shape your own advisory focus and contribute to strategic growth
  • Hybrid working – up to 3 days from home
  • 35-hour week with flexible core hours (10am–4pm)
  • Profit-sharing plan, bonus scheme, and generous benefits

What you’ll be doing:

  • Manage a diverse portfolio of private clients
  • Lead the full compliance cycle and support ad hoc advisory work
  • Mentor junior team members and contribute to their development
  • Collaborate with Directors on strategic initiatives

What we’re looking for:

  • CTA qualified (or equivalent), or working towards
  • Strong experience in personal tax compliance and advisory
  • Proven ability to manage your own portfolio and review junior work
  • Excellent communication, organisation, and attention to detail
  • A collaborative mindset and professional integrity

Whether you’re looking to step into a leadership role or deepen your expertise in a firm that values your contribution, this is a rare opportunity to join a team that combines tradition with innovation.

Please note: All applicants must have the right to work in the UK. Sponsorship is not available for this role.

Personal Tax Assistant Manager in Bournemouth employer: hays-gcj-v4-pd-online

Join a highly respected independent accountancy firm that prioritises a people-first culture and offers a dynamic work environment in the South region. With opportunities for professional growth, including mentoring junior team members and shaping your own advisory focus, you will be part of a forward-thinking team that values collaboration and innovation. Enjoy the benefits of hybrid working, a profit-sharing plan, and a generous bonus scheme while managing a diverse portfolio of high-net-worth clients.
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Contact Detail:

hays-gcj-v4-pd-online Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Assistant Manager in Bournemouth

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and even role-playing with a friend. The more comfortable you are, the better you’ll shine when it’s your turn to impress!

✨Tip Number 3

Showcase your skills through real-life examples. When discussing your experience, we suggest using the STAR method (Situation, Task, Action, Result) to clearly demonstrate how you’ve tackled challenges in personal tax compliance and advisory.

✨Tip Number 4

Don’t forget to follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role. And remember, apply through our website for the best chance at landing that Personal Tax Assistant Manager position!

We think you need these skills to ace Personal Tax Assistant Manager in Bournemouth

Personal Tax Compliance
Advisory Skills
Portfolio Management
Mentoring
Communication Skills
Organisational Skills
Attention to Detail
Collaboration
Professional Integrity
CTA Qualification (or equivalent)
Experience with High-Net-Worth Individuals
Knowledge of Inheritance Tax
Knowledge of Capital Gains Tax (CGT)
Knowledge of International Tax
Trust Planning

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Assistant Manager role. Highlight your CTA qualifications and any relevant personal tax compliance experience to grab our attention!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your background makes you a perfect fit for our team. Don’t forget to mention your leadership aspirations!

Showcase Your Communication Skills: Since this role involves mentoring and collaborating, demonstrate your excellent communication skills in your application. We want to see how you can convey complex tax matters clearly and effectively.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at hays-gcj-v4-pd-online

✨Know Your Tax Stuff

Make sure you brush up on personal tax compliance and advisory topics. Familiarise yourself with inheritance tax, CGT, and trust planning. Being able to discuss these areas confidently will show that you're ready for the role.

✨Showcase Your Leadership Skills

Since this role involves mentoring junior team members, be prepared to share examples of how you've supported others in their development. Highlight any leadership experiences you've had, even if they were informal.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving skills in complex tax matters. Think about past experiences where you navigated tricky situations and be ready to explain your thought process and outcomes.

✨Emphasise Collaboration

This role requires working closely with Directors and other team members. Be ready to discuss how you've successfully collaborated in the past and how you can contribute to a positive team culture.

Personal Tax Assistant Manager in Bournemouth
hays-gcj-v4-pd-online
Location: Bournemouth
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