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.

Requirements

**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.

Benefits

• Salary circa £50,000 - £62,000 per annum depending on experience and qualification status.
• Extra benefits to be tailored around the successful candidate.

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), joe@tpfrecruitment.com, or via [LinkedIn](https://www.linkedin.com/in/joseph-potter-accounting-finance-practice-recruitment-aca-acca-cta-att-fca-fcca-surrey-sussex/) for a confidential conversation.

**Refer a friend...**

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