Job Description

Personal Tax Assistant Manager -Step Up to Team Leadership with Top 40 Practice

Salary: 45000 - 55000 Bonus

Location: Manchester City Centre

Ready to Lead Take Your Personal Tax Career to the Next Level

About Our Client

• Part of a prestigious national group serving100000 clientsacross the UK
• Award-winningcommitment to technical excellence client service and staff development
• Specialises inpersonal tax corporate tax and sophisticated tax planningservices including trusts estates and international tax
• High-quality client portfolioincluding HNW individuals entrepreneurs professionals family offices and multi-generational family groups
• Hybrid working arrangements(typically 2-3 days in office) for excellent work-life balance
• Clear progression pathwayswith structured career development plans and genuine promotion opportunities
• Modern city centre office with excellent transport links
• Access tonational technical helplines specialist teams and knowledge-sharing platforms
• Collaborative supportive team culturethat encourages innovation continuous improvement and professional growth
• Investment in people development with comprehensive training mentoring and leadership programmes

The Role: What Youll Be Doing

• Managing a portfolio of high-quality personal tax clientsincluding high-net-worth individuals business owners professionals family groups and trustees
• Preparing and reviewing complex personal tax returns (SA100)and associated schedules including employment income self-employment partnership income property income investment income foreign income and capital gains
• Taking ownership of client relationshipsas a trusted senior advisor acting as primary point of contact and building long-term partnerships
• Proactively identifying tax planning opportunitiesand value-add services to support client objectives and enhance service delivery

• Providing sophisticated tax planning adviceon income tax capital gains tax inheritance tax and trust matters
• Advising on tax-efficient structuresfor business owners including dividend strategies profit extraction remuneration planning and succession planning
• Leading on capital gains tax planningincluding principal private residence relief business asset disposal relief investors relief gift planning and holdover relief strategies
• Managing inheritance tax planning projectsincluding lifetime gifting strategies trust planning estate planning and will reviews
• Advising on trust taxationincluding income tax capital gains tax and inheritance tax implications for various trust structures
• Supporting clients with complex tax mattersincluding non-domicile taxation foreign income and gains and residence and domicile planning
• Staying current with tax legislation changesand proactively advising clients on the impact of new developments including Finance Acts and HMRC guidance updates

• Leading on complex HMRC enquiries and investigations including aspect enquiries full enquiries and compliance checks
• Preparing comprehensive responses to HMRCwith supporting documentation technical arguments and legal precedents
• Negotiating settlementswith HMRC inspectors and managing client expectations throughout the enquiry process
• Managing disclosure mattersincluding voluntary disclosures and Contractual Disclosure Facility cases
• Advising on penalty mitigationand reasonable excuse arguments

• Supervising reviewing and mentoring a teamof junior and semi-senior staff (typically 3-5 team members)
• Managing team workflow and work allocation ensuring appropriate distribution of work based on capability and development needs
• Reviewing work prepared by team members providing constructive feedback technical guidance and coaching
• Conducting performance reviews and development discussionswith team members
• Ensuring quality standards are maintainedacross all client deliverables
• Contributing to recruitmentby interviewing candidates and supporting onboarding of new team members
• Leading team training sessionsand knowledge-sharing initiatives

• Supporting business development initiativesby identifying cross-selling opportunities and introducing clients to specialist services (corporate tax trusts financial planning estate planning)
• Contributing to practice growththrough excellent client service generating referrals and networking with professional introducers
• Building relationships with professional introducersincluding accountants solicitors financial advisers and wealth managers
• Participating in networking events seminars and client presentations
• Contributing to proposals and pitch presentationsfor new client opportunities

• Contributing to practice developmentthrough process improvement efficiency initiatives and technology adoption
• Participating in technical committeesand knowledge-sharing forums
• Mentoring trainee and newly qualified staffon technical and professional development
• Representing the practice at external events and industry forums

What Were Looking For: Essential Requirements

• CTA qualified(or ATT qualified with significant post-qualification experience and demonstrable commitment to CTA progression with study support provided)
• Minimum 5-7 years post-qualification experiencein personal tax within a UK accountancy practice environment
• Proven experience managing a complex personal tax client portfolio independently demonstrating technical competence client relationship skills and commercial awareness
• Supervisory or team leadership experiencewith proven ability to lead mentor and develop junior team members

• Comprehensive understanding of UK personal tax legislationincluding income tax capital gains tax inheritance tax and trust taxation
• Extensive experience with tax planningfor individuals business owners family groups and trustees
• Strong knowledge of complex tax mattersincluding non-domicile taxation foreign income and gains residence and domicile issues and international tax considerations
• Experience leading on HMRC enquiriesincluding aspect enquiries full enquiries and compliance checks
• Knowledge of trust taxationincluding income tax capital gains tax and inheritance tax for various trust structures
• Proficiency with tax software(CCH Alphatax or similar platforms)
• Advanced Microsoft Office skills particularly Excel for tax computations analysis and modelling
• Understanding of tax-efficient structuresincluding trusts partnerships corporate structures and family investment companies

• Proven supervisory and mentoring capabilitieswith experience developing junior team members
• Strong leadership qualitiesincluding the ability to motivate inspire and manage team performance
• Excellent delegation and work allocation skillswith ability to match work to capability and development needs
• Performance management experienceincluding conducting reviews providing feedback and managing difficult conversations
• Team building abilitieswith commitment to creating a positive collaborative team culture

• Exceptional communication and interpersonal skillswith the ability to explain complex tax matters clearly to clients colleagues and HMRC
• Outstanding client relationship abilitieswith a professional personable approach and commitment to exceptional service
• Strong commercial awareness and business acumenwith understanding of client needs market dynamics and practice economics
• Excellent organisational and time management skillswith proven ability to manage multiple client deadlines team supervision and business development activities simultaneously
• Proactive self-motivated attitudewith ability to work independently and take ownership of portfolio and team
• Attention to detailwith commitment to technical accuracy and quality standards
• Resilience and composurewith ability to manage pressure during busy periods (particularly January self-assessment deadline)
• Collaborative team playerwho thrives in a supportive environment and contributes to practice culture
• Genuine ambition to progress to Manager level and beyond

Whats On Offer: Comprehensive Benefits Package

• Competitive salary: 45000 - 55000(dependent on experience and qualifications; typically 45k-48k for ATT significant experience 50k-55k for CTA qualified)
• Performance-related bonus scheme(typically 5-15% of base salary based on individual and practice performance)
• Annual salary reviewswith performance-based progression
• Referral bonus schemefor successful candidate and client introductions
• Promotion salary upliftson progression to Manager level (typically 55k-70k)

• Hybrid working arrangements(typically 2-3 days in office per week with flexibility to accommodate personal circumstances and client meetings)
• 25 days annual leaveplus bank holidays (increasing to 27 days after 3 years service)
• Additional holiday purchase scheme(buy up to 5 extra days)
• Flexible working hoursto support work-life balance
• Early finish Fridaysduring quieter periods outside peak season (typically March-December)
• Reduced hours during summer monthswhere client demands allow

• Clear progression pathway to Manager level(typically 12-18 months for high performers with defined competency framework and regular progress reviews)
• Structured leadership development programmeincluding management training coaching skills and business development workshops
• Mentoring and coachingfrom experienced managers and partners
• Continued professional developmentwith access to technical training webinars conferences and industry updates
• Support for CTA qualification(for ATT-qualified candidates) including full exam fees study materials and paid study leave
• Access to national training academyand specialist technical resources
• Opportunities for specialismin areas such as trusts international tax or family office services
• Regular performance reviewswith clear feedback and development planning
• Secondment opportunitiesto specialist teams or other offices within the group

• Modern city centre office(excellent transport links including Metrolink rail and bus; 5-minute walk from Manchester Piccadilly)
• Pension schemewith employer contributions (matched up to 5%)
• Professional subscriptions paid(CTA/ATT membership fees and professional indemnity insurance)
• Health and wellbeing supportincluding employee assistance programme mental health first aiders and wellbeing initiatives
• Income protection insurance
• Cycle to work schemeand season ticket loan
• Modern IT equipmentincluding laptop dual screens and mobile phone for home working
• Social events and team activitiesthroughout the year including summer and Christmas parties team lunches and charity events
• Access to national resourcesincluding technical helplines specialist teams knowledge-sharing platforms and precedent libraries
• Charitable giving schemewith matched funding
• Long service awards and recognition programmes

Location & Working Arrangements

• Excellent transport links: 5-minute walk from Manchester Piccadilly station direct Metrolink access (St Peters Square and Deansgate-Castlefield) and multiple bus routes
• Modern professional workspacewith collaborative working areas private meeting rooms quiet focus spaces and breakout areas
• Hybrid working flexibility: Typically 2-3 days per week in the office (Tuesday Wednesday Thursday) with flexibility to accommodate personal circumstances client meetings and team requirements
• City centre amenities: Surrounded by cafés restaurants shops gyms cultural venues and professional services
• Secure bike storageand shower facilities for cyclists
• On-site facilitiesincluding kitchen areas break rooms and collaborative spaces

• Office days: Tuesday Wednesday Thursday (flexible based on team needs and client meetings)
• Home working: Monday Friday (flexible)
• Core hours: 9:00am - 5:30pm with flexibility outside peak season
• Peak season(January - February): Increased office presence may be required to support team collaboration and client service during self-assessment deadline
• Client meetings: Flexibility to work from client sites or attend external meetings as required

Career Progression: Your Future With This Practice

• Consolidate team leadership skills and build supervisory capabilities
• Develop complex technical expertise in HNW tax planning and advisory
• Build strong client relationships and demonstrate consistent high-quality delivery
• Contribute to business development and practice growth
• Demonstrate readiness for Manager-level responsibilities

• Assume full portfolio management responsibility with larger more complex clients
• Lead on significant tax planning projects and advisory engagements
• Take ownership of business development activities including networking proposals and client acquisition
• Manage and develop a larger team with full performance management responsibilities
• Contribute to strategic practice development and thought leadership
• Typical salary range: 55000 - 70000 bonus

• Manage key client relationships and strategic accounts
• Lead practice development initiatives and drive growth
• Mentor and develop managers and assistant managers
• Represent the practice externally and build market profile
• Contribute to partner-level strategic decisions
• Typical salary range: 65000 - 85000 bonus

• Opportunities to progress to Associate Director and Partner positions within the wider group
• Equity partnership opportunities for exceptional performers
• Strategic leadership responsibilities and practice ownership

How to Apply: Take the Next Step in Your Career