Are you an experienced personal tax professional looking to take the next step in your career?
We're looking for a Personal Tax Senior Associate / Assistant Manager to join a growing private client tax team, managing your own portfolio while providing high-quality compliance and advisory services to a diverse range of clients.
This is an excellent opportunity for someone who enjoys building long-term client relationships, mentoring junior colleagues and working on a varied mix of compliance and advisory work. If you're looking to develop your career within a collaborative and supportive environment, we'd love to hear from you.
The Role
As a Personal Tax Senior Associate / Assistant Manager, you'll be responsible for managing a varied portfolio of private clients, delivering personal tax compliance services while identifying opportunities to provide valuable tax planning advice.
Responsibilities include:
- Managing a portfolio of individuals, trusts, partnerships and LLPs, ensuring personal tax compliance obligations are completed accurately and on time.
- Reviewing personal tax returns and the work of junior team members, providing guidance and technical support.
- Acting as a key point of contact for clients, building strong relationships and responding to day-to-day tax queries.
- Providing tailored personal tax advice across areas including inheritance tax, capital gains tax, trusts and other private client matters.
- Supporting clients with tax planning opportunities throughout the compliance cycle.
- Working closely with managers and partners on more complex advisory projects.
- Mentoring and developing junior colleagues through coaching, on-the-job training and technical support.
- Ensuring work is delivered efficiently while maintaining high technical and professional standards.
- Collaborating with colleagues across the wider tax team to provide a seamless client experience.
About You
We're looking for someone who has:
- Previous experience managing personal tax compliance within an accountancy or professional services environment.
- Experience managing a portfolio of private clients.
- Strong technical knowledge of UK personal tax compliance.
- Experience providing private client tax advice, including areas such as inheritance tax, capital gains tax and trusts.
- Exposure to land-based businesses, landed estates or rural clients would be advantageous but is not essential.
- Experience reviewing work and supporting the development of junior team members.
- Excellent organisational skills with the ability to manage multiple deadlines.
- Strong communication and relationship-building skills.
- A proactive, collaborative approach with excellent attention to detail.
- Strong IT skills and confidence using tax software.
What's on Offer
- Competitive salary with an excellent benefits package.
- Hybrid and flexible working arrangements.
- A varied and interesting portfolio of private clients.
- Exposure to both compliance and advisory work.
- Ongoing investment in technical training and professional development.
- Genuine opportunities for career progression within a growing tax team.
- A collaborative and supportive working environment where your expertise and ideas are valued.
This is an excellent opportunity for an experienced Personal Tax Senior, Senior Associate or Assistant Manager looking to broaden their advisory experience, manage an interesting client portfolio and continue developing their career within a progressive and people-focused firm.
INDACT
Pay: From £40,000.00 per year
Work Location: In person
