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), 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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