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TPF RecruitmentPosted 13 months ago

Personal Tax Assistant Manager

$50,000–$62,000 year

On-siteBeaconsfield, England, United Kingdom

Full TimeAssociates DegreeStartup

Job Summary

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 covering Inheritance Tax, Capital Gains Tax, and trusts. Support senior tax managers and partners on technical and strategic tax matters. Supervise and mentor junior team members while contributing to departmental initiatives and process improvements. Join a collaborative, forward-thinking firm with over 90 team members dedicated to high-quality client service and staff development.

Required Qualifications

  • Personal Tax Assistant Manager
  • 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

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