Personal Tax Senior or Assistant Manager

TPF Recruitment is pleased to be partnering with a respected independent accountancy practice in Maidenhead that is looking to appoint a Personal Tax Senior, or Assistant Manager to strengthen its growing tax team. This is a fantastic opportunity for an experienced tax professional seeking a role that combines portfolio management, client advisory exposure and team mentoring within a modern and supportive firm.

The practice has built a strong reputation for delivering trusted advice to a diverse client base and is committed to helping its people develop rewarding, long-term careers. The Role As a key member of the personal tax team, you will be responsible for managing a varied portfolio of clients and ensuring the smooth delivery of compliance work.

Alongside this, you'll provide support on tax planning assignments, work closely with senior leadership and contribute to the ongoing development of junior team members.

Responsibilities include

Oversee a portfolio of private clients, including HNWI’s, partnerships and trusts. Ensure personal tax compliance work is completed accurately and submitted within required deadlines. Review tax returns and related work prepared by junior staff, offering technical support and constructive feedback. Handle more complex tax affairs, computations and disclosures as required.

Act as a trusted adviser to clients, responding to tax queries and providing practical guidance. Liaise directly with HMRC regarding enquiries, correspondence and compliance matters. Assist with tax planning projects and advisory assignments across a broad range of personal tax issues. Support the training and development of junior members of the team through coaching and day-to-day supervision.

Work collaboratively with colleagues across the wider practice to deliver an outstanding client experience.

Requirements

ATT, CTA, ACA or ACCA qualified. Previous experience gained within a personal tax environment in an accountancy practice. Strong understanding of UK personal taxation and current legislation. Prior experience reviewing work or supporting less experienced team members would be advantageous. Excellent organisational and time-management skills.

Strong interpersonal skills with the ability to build credibility with clients and colleagues alike. Positive, proactive and solutions-focused mindset.

Benefits

£45,000 - £58,000 depending on experience and qualifications. Flexible and hybrid working options. Clear progression pathway within an ambitious and expanding practice. Ongoing professional training and support for further qualifications. Friendly and collaborative team culture. Consideration for both full-time and part-time applicants.

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [email protected], or via LinkedIn for a confidential conversation. Refer a friend... We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people.

We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them. For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers.

(Terms & Conditions apply).