This is a fantastic opportunity for an experienced tax professional seeking a role that combines portfolio management, client advisory exposure and team mentoring within a modern and supportive firm. The practice has built a strong reputation for delivering trusted advice to a diverse client base and is committed to helping its people develop rewarding, long-term careers.
The Role
As a key member of the personal tax team, you will be responsible for managing a varied portfolio of clients and ensuring the smooth delivery of compliance work. Alongside this, you'll provide support on tax planning assignments, work closely with senior leadership and contribute to the ongoing development of junior team members. Responsibilities include:
- Oversee a portfolio of private clients, including HNWI’s, partnerships and trusts.
- Ensure personal tax compliance work is completed accurately and submitted within required deadlines.
- Review tax returns and related work prepared by junior staff, offering technical support and constructive feedback.
- Handle more complex tax affairs, computations and disclosures as required.
- Act as a trusted adviser to clients, responding to tax queries and providing practical guidance.
- Liaise directly with HMRC regarding enquiries, correspondence and compliance matters.
- Assist with tax planning projects and advisory assignments across a broad range of personal tax issues.
- Support the training and development of junior members of the team through coaching and day-to-day supervision.
- Work collaboratively with colleagues across the wider practice to deliver an outstanding client experience.
Requirements
- ATT, CTA, ACA or ACCA qualified.
- Previous experience gained within a personal tax environment in an accountancy practice.
- Strong understanding of UK personal taxation and current legislation.
- Prior experience reviewing work or supporting less experienced team members would be advantageous.
- Excellent organisational and time-management skills.
- Strong interpersonal skills with the ability to build credibility with clients and colleagues alike.
- Positive, proactive and solutions-focused mindset.
Benefits
- £45,000 - £58,000 depending on experience and qualifications.
- Flexible and hybrid working options.
- Clear progression pathway within an ambitious and expanding practice.
- Ongoing professional training and support for further qualifications.
- Friendly and collaborative team culture.
- Consideration for both full-time and part-time applicants.
Personal Tax Senior or Assistant Manager in Maidenhead employer: TPF Recruitment
TPF Recruitment is an exceptional employer, offering a supportive and friendly work environment in Sevenoaks, Kent, where you can thrive both professionally and personally. With clear pathways to partnership and a competitive salary alongside a comprehensive benefits package, employees are encouraged to grow and develop their careers while enjoying a healthy work-life balance.
