Personal Tax Senior/Assistant Manager

Overview

In this role you will manage a portfolio of personal tax clients, delivering compliant returns and contributing to planning work. You will collaborate with a dedicated tax team and Accounts Director to provide an integrated service for high-net-worth individuals and business owners. You will build strong client relationships and lead advisory opportunities, shaping the client experience and outcomes. This is a growth-focused position in a collaborative firm that values high-quality service and professional development.

Pay / Benefits

• CTA study support
• supportive and collaborative team environment
• competitive Benefits Package
• career progression opportunities
• flexible working

Responsibilities

• Manage a portfolio of personal tax clients, including high-net-worth individuals, business owners and private clients
• Prepare, review and submit personal tax returns
• Be the main point of contact for clients on day-to-day tax matters
• Build and maintain strong client relationships
• Support delivery of tax planning and advisory work when opportunities arise
• Liaise with Accounts Director and wider tax team to provide integrated client service
• Ensure compliance deadlines are met and maintain high levels of client service

Key requirements

• ATT qualified with strong examination results
• CTA qualified or currently studying towards CTA (preferred)
• Experience managing a portfolio of personal tax clients within an accountancy practice
• Strong technical knowledge of UK personal tax compliance
• Excellent communication and relationship-building skills
• Proactive and client-focused approach
• Ability to work independently whilst contributing to a wider team environment

• communication
• relationship-building
• proactivity
• UK personal tax compliance
• tax planning and advisory experience
• portfolio management

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