At a Glance
- Tasks: Manage a personal tax portfolio and lead a team of tax return preparers.
- Company: Established accountancy practice in Surrey with a growing reputation.
- Benefits: Up to £60,000 salary, flexible working, and ongoing professional development.
- Other info: Collaborative environment with opportunities for career progression and niche specialisation.
- Why this job: Take on meaningful management responsibilities while shaping the future of the tax department.
- Qualifications: CTA qualified with experience in personal taxation and team leadership.
The predicted salary is between 60000 - 60000 £ per year.
An opportunity has arisen for an experienced Personal Tax professional to join a growing and established accountancy practice in Surrey. This is a hands-on management role offering the opportunity to take responsibility for a varied personal tax portfolio while leading a small team of tax return preparers. The successful candidate will combine strong technical knowledge with a practical, client-focused approach, overseeing the preparation and submission of tax returns while providing guidance and support to colleagues.
THE ROLE
- Portfolio & Client Management
- Take ownership of a personal tax portfolio from start to finish, including client communication, file setup and overseeing the preparation and submission of tax returns.
- Manage client relationships, ensuring a responsive and high-quality service.
- Prepare personal tax returns directly, alongside overseeing the work of other team members.
- Provide practical advice to clients on income tax planning opportunities, Capital Gains Tax and other ad hoc tax queries.
- Manage HMRC correspondence and enquiries, resolving issues efficiently on behalf of clients.
- Team Leadership & Quality Control
- Lead a small team of tax return preparers, providing guidance and support with technical and client-related queries.
- Review tax work completed by members of your team and peers, maintaining accuracy and quality standards.
- Oversee tax return preparation systems and processes, ensuring work is completed efficiently and accurately.
- Support the team through busy periods, sharing technical knowledge and encouraging effective collaboration.
- Contribute to the ongoing improvement of tax processes and working practices.
- Department Development
- Contribute ideas towards the future direction of the tax department, including services, strategy and recruitment.
- Identify opportunities to develop client relationships and grow the portfolio through regular referrals.
- Participate in continuing professional development and support the technical development of colleagues.
- Take an active role in building a supportive and effective team environment.
YOUR BACKGROUND
- CTA qualified, with a strong grounding in personal taxation.
- Previous experience managing a personal tax portfolio and overseeing the preparation of tax returns.
- Strong technical knowledge of personal tax, including income tax planning and Capital Gains Tax.
- Experience reviewing tax returns and supporting or supervising junior tax professionals.
- Confident in client-facing situations, with strong communication and relationship management skills.
- Organised and process-minded, with an interest in improving systems and working practices.
- A proactive and ambitious approach, with the confidence to take ownership of responsibilities and develop within a management role.
- A collaborative approach, with the ability to share knowledge and contribute positively to a close-knit tax team.
THE OPPORTUNITY
This is an opportunity to take on meaningful management responsibility within a growing tax practice, while remaining closely involved in technical personal tax work and client relationships. You will have the opportunity to shape your role as the department develops, with scope to progress into broader leadership responsibilities, develop a niche technical specialism or potentially explore an equity pathway over time. The firm offers a genuinely flexible working culture, with an emphasis on outcomes rather than fixed office hours. Both full-time and part-time arrangements are available, with flexibility around working hours.
Additional benefits include:
- Regular continuing professional development.
- A supportive and collaborative working environment.
- Input into the future direction of the tax department, including services, strategy and recruitment.
- Opportunities to develop through leadership, specialist expertise or potential equity progression.
Personal Tax Assistant Manager in England employer: Taxation
Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager in England
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Assistant Manager in England
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!
