Personal Tax Assistant Manager

Personal Tax Assistant Manager

Job Type: Full-time, Permanent

Salary: £45,000 – £55,000 (depending on experience)

Work Pattern: Hybrid

Overview

An established and growing accountancy and advisory firm is seeking a Personal Tax Assistant Manager to join its expanding tax team. The firm provides tax, accounting, and consulting services to a diverse client base, including corporate organisations, media professionals, investors, and owner-managed businesses.

The organisation combines technical expertise with a collaborative and people-focused culture, offering employees the opportunity to develop within a supportive and forward-thinking environment.

Location & Working Arrangements

• Modern open-plan office in the Thames Valley area
• Close to public transport links and major motorway access
• Free on-site parking available

Hybrid Working:

• During probation: Full-time office-based
• Post-probation: 3 days in office, 2 days remote

The Team

The tax department includes specialists across:

• Personal Tax
• Corporate Tax
• Payroll

Team members typically come from large and mid-tier professional services firms. The culture emphasises collaboration, inclusivity, and high-quality client service.

The Role

You will manage a varied portfolio of personal tax clients and support both compliance and advisory work.

Key Responsibilities

• Manage a portfolio of ~150 personal tax clients (including high-net-worth individuals, trusts, and business owners)
• Prepare and review personal tax returns
• Handle HMRC enquiries and disclosures
• Liaise directly with clients and HMRC on tax matters
• Support Making Tax Digital (MTD) quarterly reporting
• Prepare and file P11Ds
• Complete Capital Gains Tax returns for UK property disposals
• Gather and analyse financial and personal data
• Assist with advisory projects (e.g. residence status, CGT planning, inheritance tax, trusts)
• Monitor workflow and meet deadlines
• Keep up to date with tax legislation changes and communicate impacts
• Maintain strong client communication

Candidate Requirements

Essential

• CTA qualified
• Minimum 1 year post-qualification experience
• At least 4 years’ experience in personal tax
• Experience managing a portfolio of clients
• Strong communication and organisational skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience using personal tax software

Desirable

• Experience with CCH Personal Tax software
• Awareness of:
  • Residence and domicile issues
  • Foreign Income & Gains regime
  • Trust structures and compliance

Personal Attributes

• Proactive and motivated
• Strong attention to detail
• Client-focused mindset
• Ability to build relationships
• Willingness to learn and develop

Benefits

• Flexible working (post-probation hybrid model)
• Flexible start times (8am–10am)
• 25 days holiday (increasing to 30 with service)
• Option to buy/sell up to 5 additional days leave
• Private medical insurance (non-contributory)
• Pension scheme (salary sacrifice)
• Life assurance
• Professional subscription reimbursement (one membership)
• Referral bonus scheme
• Enhanced sickness entitlement (after qualifying period)
• Regular social events
• Free parking

Career Development

The organisation places strong emphasis on employee wellbeing, career progression, and maintaining a sustainable work-life balance. Employees are encouraged to contribute ideas and play an active role in shaping processes and service delivery.