A well-established and growing accountancy firm is seeking to recruit a Personal Tax Assistant Manager to join its expanding private client team. The firm is recognised for its high-quality compliance services and forward-thinking advisory support, working with a varied portfolio of SMEs, high-net-worth individuals, landlords, and entrepreneurs.

This is an excellent opportunity for an experienced personal tax professional to take on a portfolio management role with strong scope for development and involvement in wider tax planning projects.Key Responsibilities:

• Manage and oversee a portfolio of personal tax clients, ensuring accurate and timely tax return submissions
• Review self-assessment tax returns prepared by junior colleagues
• Provide technical guidance and mentorship to junior staff members
• Handle HMRC correspondence, including enquiries, compliance checks, and disclosures (e.g. Let Property Campaign, WDF, 60-day CGT reporting)
• Deliver tax planning and advisory services, including IHT and residency advice
• Liaise with clients on tax liabilities and planning opportunities
• Ensure compliance processes are managed effectively, with attention to key deadlines and team KPIs
• Collaborate closely with the wider tax and accounts teams, reporting into the Tax Director

• ATT, ACA, or ACCA qualified (CTA preferred or studying)
• Minimum of 3 years’ experience in a tax-focused role within practice
• Strong technical knowledge and experience across personal tax compliance and planning
• Confident communicator with excellent client relationship management skills
• Self-motivated, with the ability to manage deadlines and workload independently

• Competitive salary: £50,000 – £65,000, depending on experience and qualifications
• 25 days holiday + bank holidays
• Office closure over the Christmas period
• Full CTA study support (if applicable)
• Flexible hybrid working model
• A range of additional benefits and perks

Please contact Joe Potter on (tel), (mob), , or via LinkedIn for a confidential conversation. 

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