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.

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.
  

• Salary circa £50,000 - £62,000 per annum depending on experience and qualification status.
• ATT, ACA, ACCA and/or CTA qualified.
  
• Strong technical knowledge across personal tax, IHT, CGT, and trust-related matters.
  
• Effective people management and coaching skills.
  
• Excellent written and verbal communication skills.
  
  

Please contact Joe Potter on (tel), (mob), , or via LinkedIn for a confidential conversation.

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