Private Client Tax Assistant Manager
Canterbury - UK
Job Summary
This is an excellent opportunity for an experienced personal tax professional looking for a mix of client responsibility technical work and career progression. Youll manage a varied private client portfolio oversee compliance and contribute to advisory assignments with support from experienced colleagues.
As a Personal Tax Assistant Manager youll build strong client relationships support junior team members and identify opportunities to provide additional advice. The firm offers a comprehensive benefits package hybrid working and clear progression routes.
As a Personal Tax Assistant Manager your responsibilities will include:
- Managing a varied portfolio of private clients and acting as their main point of contact.
- Preparing and reviewing personal tax returns ensuring compliance work meets deadlines and quality standards.
- Contributing to tax planning and advisory projects alongside senior colleagues.
- Attending client meetings and maintaining regular contact to understand clients circumstances and requirements.
- Identifying opportunities for further tax advice or support from other specialist teams.
- Coordinating workloads monitoring budgets and work in progress and managing client billing.
- Supervising junior colleagues reviewing their work and supporting their development.
- Assisting with additional compliance assignments and advisory projects as required.
- Keeping your technical knowledge current through training research and monitoring tax developments.
- To be considered for this Personal Tax Assistant Manager opportunity youll have:
- An ATT and/or CTA qualification or be qualified by experience.
- Strong personal tax compliance experience within an accountancy practice or specialist tax firm.
- Experience contributing to private client tax advisory work.
- Confidence managing client relationships and explaining technical matters clearly.
- Experience reviewing work and supporting junior colleagues.
- Strong organisational skills attention to detail and commercial awareness.
- A proactive collaborative approach to managing your workload.
- Ideally experience in or an interest in agricultural clients although this is not essential.
- 50000 to 60000 depending on experience.
- Hybrid working typically three days in the office and two from home.
- Flexible working arrangements and family friendly policies.
- Generous annual leave allowance plus bank holidays with the option to purchase additional holiday.
- Contributory pension life assurance and income protection.
- Healthcare benefits including private medical insurance and a health cash plan.
- Access to wellbeing support counselling and an Employee Assistance Programme.
- Employee discounts and recognition awards.
- Clear career progression and ongoing internal and external training.
- An additional day of leave for volunteering.
- Optional benefits including a cycle to work scheme and interest free car or motorbike loans.
- To find out more about this Personal Tax Assistant Manager vacancy in Canterbury contact TPF Recruitment for a confidential conversation.
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Required Skills:
The Personal Tax Manager will be: ACCA ATT or CTA qualification. Significant experience in a tax role within a practice environment. Confidence in a client-facing role. Strong technical knowledge of personal tax regulations and compliance. The ability to mentor and guide junior staff members. Excellent communication and interpersonal skills.