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- Tasks: Manage client portfolios and deliver insightful personal tax solutions.
- Company: Join a top 20 accountancy firm known for its people-focused culture and international reach.
- Benefits: Enjoy flexible working hours, 33 days holiday, and a supportive employee assistance programme.
- Why this job: Be part of a dynamic team that values your growth and offers meaningful client interactions.
- Qualifications: Must be ICAS, ACA or CTA qualified with relevant tax experience and strong communication skills.
- Other info: Opportunity to work with diverse clients and access award-winning development programmes.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a highly regarded and expanding Top 20 Accountancy firm with several UK offices and proud member of a renowned International network, seeks to recruit a suitably qualified and experienced Personal Tax Assistant Manager to join their Edinburgh team.
Our client feels their people-focused approach truly sets them apart as you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth, investing in their people because they are the foundation of their success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. Our client has also been awarded gold for Investors in People. This recognition reflects their deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Our client seeks a talented Tax Assistant Manager who thrives in a dynamic environment and embraces the chance to tackle complex challenges. Your work in Personal Tax will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.
Just some of the rewards and reasons to join!
- You’re more than a number; you’re an individual with unique talents and aspirations. Our Client's benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.
- Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Competitive salary package.
- Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
- Varied and interesting Tax work with a wide range of clients.
- Real scope to further develop and progress.
Main duties:
- Manage portfolio of clients, meeting their requirements and maximising fee income.
- Manage the production of client’s personal tax computations.
- Plan, control, and review work carried out by team members to ensure work is completed within time frames and budget.
- Respond to tax queries from Partners/Directors/Managers.
- Carry out consultancy work when required.
- Attend client meetings where appropriate.
- Design and implement standard letters/systems to improve the efficiency of the Tax Department.
- Spot opportunities for relevant advisory work with existing clients.
What our Client seeks:
- ICAS, ACA or CTA qualified – with Tax experience in practice.
- Varied, practical and technical tax knowledge.
- Positive, enthusiastic approach.
- Able to train junior members of staff.
- IT packages (Excel, tax software, Word).
- Communication skills.
- Organisational skills.
- Commercial awareness / client focus.
- Problem solving and decision making.
- Ability to work well under pressure.
Contact Detail:
Lochead Sandford Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Familiarise yourself with the latest tax regulations and trends in the UK. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a dynamic field.
✨Tip Number 2
Network with professionals in the accountancy sector, especially those who work in personal tax. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and tackled complex tax issues in your previous roles. This will showcase your practical experience and problem-solving skills.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Be ready to articulate how your personal values align with theirs, particularly their focus on continuous learning and employee development.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax and showcases your qualifications such as ICAS, ACA, or CTA. Emphasise your ability to manage client portfolios and your experience with tax computations.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your skills align with their people-focused approach and your commitment to continuous learning and growth.
Showcase Your Soft Skills: In your application, highlight your communication, organisational, and problem-solving skills. Provide examples of how you've successfully managed client relationships and tackled complex challenges in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application demonstrates attention to detail, which is crucial in the field of personal tax.
How to prepare for a job interview at Lochead Sandford Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax regulations and practices relevant to personal tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will demonstrate your expertise and practical experience.
✨Emphasise Client Relationship Skills
Since the role involves building meaningful client relationships, be ready to share examples of how you've effectively managed client expectations and fostered strong partnerships in previous roles. Highlight your communication skills and ability to understand client needs.
✨Demonstrate Leadership Potential
As a Personal Tax Assistant Manager, you'll likely be expected to train junior staff. Prepare to discuss your leadership style and any experiences you have in mentoring or guiding team members, showcasing your ability to develop talent within the firm.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities, especially under pressure. Think of specific challenges you've faced in your previous roles and how you approached them, focusing on your decision-making process and the outcomes achieved.
