At a Glance
- Tasks: Manage personal tax clients and support senior professionals on advisory projects.
- Company: Join a leading accountancy firm with a supportive culture.
- Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
- Other info: Collaborative environment with clear career progression and diverse client exposure.
- Why this job: Make an impact in tax advisory while building strong client relationships.
- Qualifications: ATT, CTA, ACA or ACCA qualified, or nearing completion.
The predicted salary is between 35000 - 45000 £ per year.
TPF Recruitment is supporting a leading and highly respected accountancy and advisory firm in their search for a Personal Tax Assistant Manager to join their growing Peterborough office.
This is an excellent opportunity for an ATT, CTA or ACA/ACCA qualified professional, or someone nearing qualification, who is looking to take the next step in their tax career. The role offers a mix of personal tax compliance, tax advisory and client relationship management, working with a varied portfolio of high net worth individuals, business owners, directors and trusts.
You'll join a collaborative and supportive tax team that places a strong emphasis on professional development, client service and career progression.
The Role
As a Personal Tax Assistant Manager, you will manage your own portfolio of clients while supporting senior tax professionals on a range of advisory projects.
Key responsibilities include:
- Managing a portfolio of personal tax clients
- Reviewing personal tax returns prepared by junior team members
- Providing tax planning and advisory support to private clients
- Advising on capital gains tax, inheritance tax and residency matters
- Assisting with trust tax and estate planning work
- Supporting directors and partners with complex advisory projects
- Building and maintaining strong client relationships
- Identifying tax planning opportunities for clients
- Mentoring and supporting junior members of the tax team
- Ensuring compliance deadlines are met and service levels remain high
Requirements
To be considered, you will ideally have:
- ATT, CTA, ACA or ACCA qualification, or be close to completion
- Experience within a UK accountancy practice or tax consultancy environment
- Strong knowledge of personal tax compliance
- Exposure to personal tax advisory work
- Experience reviewing tax returns would be advantageous
- Excellent communication and client facing skills
- Strong organisational and time management abilities
- A proactive and commercial approach to client service
Benefits
- Competitive salary package
- Hybrid and flexible working arrangements
- Ongoing learning and professional development
- Clear career progression opportunities
- Exposure to a broad and diverse client base
- Supportive and collaborative working environment
- Access to specialist tax advisory work
- Modern and inclusive workplace culture
- Opportunity to work for a nationally recognised professional services firm
- Generous holiday entitlement and additional benefits package
If you're a Personal Tax Senior, Personal Tax Supervisor or Personal Tax Assistant Manager looking for a new opportunity in Peterborough, we'd love to hear from you.
TPF Recruitment is a specialist recruiter for accountancy practice, tax and finance professionals across the South East and East Anglia.
Personal Tax Assistant Manager - Hybrid, Peterborough 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.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager - Hybrid, Peterborough
✨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 TPF Recruitment, 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 - Hybrid, Peterborough
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 TPF Recruitment'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 TPF Recruitment. 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 TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨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 TPF Recruitment.
✨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 TPF Recruitment. It helps to show our commitment!
