Personal Tax Assistant Manager / Manager

Personal Tax Assistant Manager / Manager

Kingston upon Thames, United Kingdom | Posted on 22/10/2026

Employment Type: Permanent, Full Time or Part Time

Working Pattern: Flexible / Hyrbid working available

Sector: Accountancy Practice / Tax

TPF Recruitment , the leading accountancy practice recruiters in the South, are delighted to be supporting a growing and forward thinking accountancy practice with the recruitment of an Assistant Tax Manager to join their expanding tax team.

This is an excellent opportunity for an experienced CTA qualified personal tax professional who is ready to take the next step in their career and develop their management experience.

The role combines hands on personal tax work with responsibility for managing a portfolio of clients, reviewing work and leading a small team of tax return preparers. It would suit someone who enjoys working closely with clients, has strong technical knowledge and is ready to take on greater responsibility within a growing practice.

The Role

As Assistant Tax Manager, you will manage your own portfolio of personal tax clients whilst overseeing and supporting a small team of tax return preparers.

You will remain hands on with personal tax work, preparing a number of returns yourself, whilst reviewing the work of colleagues and providing technical support and guidance.

Key responsibilities will include:

• Managing a portfolio of personal tax clients from start to finish
  
• Acting as a key point of contact and building strong client relationships
  
• Setting up and managing client files
  
• Overseeing the preparation and submission of personal tax returns
  
• Preparing a number of personal tax returns yourself
  
• Reviewing tax returns and other tax work completed by junior team members and peers
  
• Leading and supporting a small team of tax return preparers
  
• Providing guidance and support on technical and client queries
  
• Managing workloads and helping the team meet key deadlines
  
• Maintaining quality control across tax preparation systems and processes
  
• Identifying opportunities to improve efficiency and ways of working
  
• Providing practical advice on income tax planning, CGT and other personal tax matters
  
• Managing HMRC correspondence and enquiries
  
• Resolving client tax issues efficiently
  
• Keeping up to date with changes in tax legislation
  
• Supporting the wider tax team during busy periods
  
• Contributing to the ongoing development of the tax department and service offering
  

Requirements

The Ideal Candidate

• Strong experience within personal tax compliance
  
• Previous experience working within an accountancy practice
  
• Confident managing a portfolio of personal tax clients
  
• Strong technical knowledge across UK personal tax, including income tax and CGT
  
• Experience reviewing tax work would be advantageous
  
• Comfortable providing guidance and support to more junior team members
  
• Confident and personable when dealing directly with clients
  
• Strong communication and interpersonal skills
  
• Organised and able to manage competing deadlines
  
• Process minded with an interest in improving systems and processes
  
• Ambitious and proactive with a desire to progress into management
  
• Strong attention to detail and commitment to producing high quality work
  
• A collaborative team player who enjoys supporting and developing others
  

What's on Offer

• Full time or part time working options
  
• Flexible working culture and hours
  
• Opportunity to take the next step into management
  
• Responsibility for a portfolio of personal tax clients
  
• Team leadership and mentoring experience
  
• Supportive and collaborative tax team
  
• Regular CPD and technical development
  
• Opportunity to contribute to the future direction of the tax department
  
• Input into service development, strategy and team growth
  
• Excellent long term career progression
  
• Potential to develop into senior leadership, niche tax specialisms or wider strategic roles
  

If you are a CTA qualified personal tax professional looking for a role where you can remain hands on whilst developing your leadership and management experience, this could be an excellent opportunity to join a growing specialist tax team.

We’re keen to remain the leading provider of top accountancy talent in the South East. To do this, we’re always looking to expand our network, and we know that great candidates like you can help us connect with other brilliant professionals.

If your friends, family or colleagues are considering a new opportunity and have relevant experience in accountancy or tax, we’d love to speak with them.

As a thank you, for every candidate you refer who we successfully place in a permanent role, we will reward you with up to £500 in vouchers . (Terms & Conditions apply)

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