At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and support advisory projects.
- Company: Top 15 accountancy firm with a focus on private client tax.
- Benefits: Competitive salary, hybrid working, and excellent learning opportunities.
- Other info: Join a supportive team with clear progression paths and a commitment to diversity.
- Why this job: Develop your expertise in personal tax while working with high-net-worth clients.
- Qualifications: CTA/ACA/ACCA qualified with personal tax experience.
The predicted salary is between 62100 - 75900 $ per year.
- Personal Tax Assistant Manager
- Peterborough | Hybrid Working
We are working with a Top 15 accountancy firm seeking a Personal Tax Assistant Manager to join their growing Private Client Tax team in Peterborough.
This is an excellent opportunity for a tax professional looking to step into, or further develop within, an Assistant Manager role, gaining exposure to complex advisory work and a high-quality client base.
The Role
As a Personal Tax Assistant Manager, you will manage a varied portfolio of private clients, including high-net-worth individuals, families, trusts, and estates, while supporting on a range of advisory projects.
Key responsibilities include
- Managing a portfolio of personal tax clients, ensuring timely and accurate compliance
- Preparing, reviewing, and submitting personal tax returns
- Advising clients on a wide range of personal tax matters
- Handling trusts and estates work, including IHT reporting (IHT100 & IHT400)
- Managing HMRC enquiries and investigations
- Supporting on advisory projects, including inheritance tax planning, succession planning, and structures
- Exposure to international and cross-border tax matters
- Identifying advisory opportunities and supporting business development activity
- Supporting and mentoring junior team members
- Assisting senior stakeholders on complex client work
About You
We're looking for an ambitious and forward-thinking personal tax professional who is keen to develop their expertise and progress their career. You will:
- Be CTA / ACA / ACCA qualified (or equivalent)
- Have experience within personal tax, ideally including private client work
- Be confident managing client relationships and delivering high-quality service
- Possess strong technical knowledge across personal tax matters
- Demonstrate strong organisational and problem-solving skills
- Be an effective communicator, both written and verbal
- Show commercial awareness and a proactive approach
- Have experience supervising or supporting junior team members (desirable)
- What's On Offer
- Competitive salary
- Hybrid and flexible working
- Clear progression opportunities within a leading firm
- Access to strong learning and development programmes
- Exposure to complex advisory and international tax work
- Supportive and collaborative team environment
- Excellent benefits package
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique.
We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Personal Tax Assistant Manager – Peterborough employer: Pro‑Recruitment Group
Join a leading Top 15 accountancy firm in Peterborough as a Personal Tax Assistant Manager, where you will thrive in a supportive and collaborative team environment. Enjoy competitive salary packages, hybrid working options, and clear pathways for career progression while managing a diverse portfolio of high-net-worth clients and engaging in complex advisory projects. With a strong commitment to employee development and inclusivity, this firm offers an exceptional workplace for ambitious tax professionals looking to make a meaningful impact.
