Personal Tax Assistant Manager

Your Management Moment: Personal Tax Leadership at Expanding Top Firm!

Fresh Brand, 300+ Years Heritage, Unlimited Potential

Ready to shape the future of personal tax services at one of the UK's most exciting challenger firms? A fantastic opportunity to join a Personal Tax team and lead a diverse portfolio while driving growth through strategic advisory opportunities.

Job Title: Personal Tax Assistant Manager – growth to Manager available

Location: Essex, CM1

Salary: Up to £52,000 + Benefits

Why This Role is Perfect for Personal Tax Specialists:

• Portfolio Diversity – Manage individuals and unincorporated businesses across all complexity levels
• Advisory Growth – Convert compliance touchpoints into high-value tax planning opportunities
• Leadership Impact – Guide and mentor the next generation of personal tax professionals
• Business Development – Drive practice growth through client expansion and new business development

Your Core Responsibilities:

• Lead a large, varied portfolio of individuals and unincorporated businesses
• Oversee the complete compliance cycle from preparation to HMRC submission
• Manage annual filing processes across all personal tax compliance matters
• Review complex work to the highest standards while identifying planning opportunities
• Complete bespoke tax planning reports for high-value clients
• Identify and pursue tax planning opportunities independently
• Deliver ad-hoc advisory projects requiring commercial insight
• Line manage and mentor junior tax team members
• Provide internal tax training and technical guidance
• Lead by example demonstrating integrity and quality standards
• Collaborate across multiple office locations to improve processes
• Promote the Tax Service Line across the entire group
• Assist teams in other locations with complex tax matters
• Leverage cutting-edge tax technology for efficient service delivery
• Drive business development through client relationship excellence

The Individual:

• CTA qualification preferred with strong personal tax technical knowledge
• Proven advisory experience beyond pure compliance delivery
• Portfolio management track record across varied personal tax situations
• Team management capabilities with mentoring and development experience
• Commercial mindset for business development and growth opportunities
• Autonomous working style with ability to lead and inspire others
• Relationship building excellence with clients, colleagues, and stakeholders

Why Professionals Choose Them:

• UK Top Firm with significant expansion in the last 18 months
• 400+ professionals across 10 strategic locations in East & South East England
• Private investment backing fueling continued acquisition and organic growth
• Hybrid working model – office, client sites, and home flexibility
• Comprehensive training programs via Tolley's, Mercia, Croner-i, and LinkedIn Learning
• Cross-location collaboration providing exposure to diverse practices and clients
• Clear progression pathway in a rapidly expanding organization
• Cutting-edge tax technology enabling efficient, high-quality service delivery
• Continuous investment in systems and processes
• Forward-thinking approach to personal tax service evolution
• Collaborative culture driving constant improvement across all locations

Ready to lead personal tax excellence at one of the UK's most dynamic accounting firms?

This is your opportunity to combine technical expertise with business development acumen while shaping the future of personal tax services.