Chalk Hill Group are supporting a fast-growing and highly respected accountancy and advisory firm in their search for a Personal Tax Assistant Manager, based in Wokingham.

This role offers the chance to work with a diverse client base, including high-net-worth individuals, sole traders, business owners and trusts, within a collaborative and forward-thinking environment. You’ll be joining a firm that combines big-firm expertise with a supportive, people-focused culture, offering genuine scope for progression and development.

Responsibilities:

• Manage a portfolio of c.150 personal tax clients
• Prepare and review personal tax returns
• Handle HMRC enquiries and disclosures
• Support Making Tax Digital (MTD) filings
• Prepare P11Ds and Capital Gains Tax returns
• Liaise directly with clients and HMRC
• Assist on advisory work (residence, CGT, IHT, trusts)
• Manage deadlines and workflow effectively

Candidate Profile:

• CTA qualified
• Extensive personal tax experience
• Excellent communication and organisational skills, with ability to explain complex tax provisions to clients
• Experience with tax software (CCH desirable)
• Knowledge of residence rules and trust taxation advantageous

What's on Offer?

• Hybrid working (3 days office / 2 from home post-probation)
• Flexible working hours (8am–10am start)
• 25 days holiday (rising to 30) + option to buy/sell leave
• Private medical insurance
• Pension & life assurance
• Professional subscription paid
• Regular social events
• Free parking

This is an excellent opportunity to join a growing firm with strong backing and ambitious plans, where you’ll gain exposure to high-quality work and have a real opportunity to progress your career.

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