At a Glance
- Tasks: Manage personal tax clients and provide advisory support while mentoring junior team members.
- Company: Leading accountancy and advisory firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, professional development, and generous holiday entitlement.
- Other info: Dynamic environment with clear career progression and exposure to diverse clients.
- Why this job: Join a collaborative team and make a real impact on high net worth clients.
- Qualifications: ATT, CTA, ACA or ACCA qualified, or nearing completion, with personal tax experience.
The predicted salary is between 40000 - 50000 £ 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.
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
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 include:
- 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
Personal Tax Senior in 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.
