Personal Tax Assistant Manager
TPF Recruitment are proud to be working with one of the
region’s most respected independent firms of chartered accountants, based in
Beaconsfield, who are looking to recruit a Personal Tax Assistant Manager to
join their collaborative and forward-thinking team.
This is an excellent opportunity to join a business where
innovation, flexibility, and people-first values come together. The firm is
known for its commitment to staff development, inclusive culture, and
high-quality client service.
The Firm:
With a heritage spanning over 100 years, this
well-established firm has grown to over 90 team members and continues to
maintain a strong presence in the market. Clients range from UK-based
individuals to international clients.
This is a firm that values its people just as much as its
clients. You’ll find an open, progressive culture where there’s no dress code,
no rigid hierarchies – just a supportive environment where new ideas and
professional growth are encouraged.
The Role:
As a Personal Tax Assistant Manager, you’ll take ownership
of a diverse portfolio of high-calibre private clients, working closely with
senior leadership to deliver both compliance and advisory services. You’ll also
support and mentor junior members of the tax team.
Requirements
Key Responsibilities:
- Manage
a portfolio of personal tax clients, including high-net-worth individuals
and trusts.
- Oversee
the preparation and review of self-assessment tax returns.
- Provide
bespoke tax planning advice, including areas such as Inheritance Tax
(IHT), Capital Gains Tax (CGT), and trusts.
- Support
senior tax managers and partners on technical and strategic tax matters.
- Supervise
and mentor junior team members, contributing to their development and
overseeing quality of work.
- Take
part in departmental initiatives and process improvements.
Benefits
- Salary circa £50,000 - £62,000 per annum depending on experience and qualification status.
- Extra benefits to be tailored around the successful candidate.