At a Glance
- Tasks: Manage a diverse portfolio of clients and prepare personal tax returns.
- Company: Growing accountancy firm with a focus on personal tax development.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic team environment with options to specialise or broaden your expertise.
- Why this job: Take ownership of client relationships and make a real impact in personal tax.
- Qualifications: Experience in personal tax and strong client management skills.
The predicted salary is between 56250 - 68750 £ per year.
- Personal Tax Assistant Manager
- Reading area | £50,000 - £60,000 | Hybrid working
I'm working with a growing accountancy firm that is bringing together two established tax teams and investing in its personal tax function.
They are looking for a Personal Tax Assistant Manager who can take ownership of a varied portfolio, build strong client relationships and contribute to the continued development of the team.
This is a good opportunity for either an existing Assistant Manager or an experienced Personal Tax Senior ready to step up.
You will manage a portfolio of around 150 clients, including high-net-worth individuals, business owners, company directors, media professionals, trusts, self-employed individuals and property owners.
The role will include preparing and finalising personal tax returns, managing deadlines and workflow, liaising with clients and HMRC, supporting enquiries and disclosures, preparing residential property CGT returns, and assisting with P11Ds and Making Tax Digital filings.
There will also be opportunities to support advisory work across residence, capital gains tax, inheritance tax and trusts.
The firm has dedicated personal tax specialists, dedicated corporate tax specialists and people who choose to work across both areas.
You can therefore keep the role focused entirely on personal tax or broaden your experience over time if that interests you.
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Personal Tax Assistant Manager in Wokingham employer: Pro-Finance
Pro-Finance is an exceptional employer that values its employees by offering a supportive work culture and flexible hybrid working arrangements in the picturesque setting of Dumfries. With a strong focus on professional development, employees are encouraged to grow their skills through mentorship and leadership opportunities, making it an ideal place for those looking to advance their careers in accountancy while enjoying a balanced lifestyle.
