Personal Tax Assistant Manager

Reading area | £50,000 - £60,000 | Hybrid working

I'm working with a growing accountancy firm that is bringing together two established tax teams and investing in its personal tax function.

They are looking for a Personal Tax Assistant Manager who can take ownership of a varied portfolio, build strong client relationships and contribute to the continued development of the team.

This is a good opportunity for either an existing Assistant Manager or an experienced Personal Tax Senior ready to step up.

You will manage a portfolio of around 150 clients, including high-net-worth individuals, business owners, company directors, media professionals, trusts, self-employed individuals and property owners.

The role will include preparing and finalising personal tax returns, managing deadlines and workflow, liaising with clients and HMRC, supporting enquiries and disclosures, preparing residential property CGT returns, and assisting with P11Ds and Making Tax Digital filings.

There will also be opportunities to support advisory work across residence, capital gains tax, inheritance tax and trusts.

The firm has dedicated personal tax specialists, dedicated corporate tax specialists and people who choose to work across both areas. You can therefore keep the role focused entirely on personal tax or broaden your experience over time if that interests you.