Personal Tax Assistant Manager

TPF Recruitment

Personal Tax Assistant Manager managing personal tax clients and providing advisory support. Join a leading accountancy firm in a supportive tax team in Peterborough.

Posted 7/17/2026full-timePeterborough • 🇬🇧 United KingdomMid-LevelSenior💰 £41,000 - £50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal tax compliance and advisory, with a strong focus on client relationship management and mentoring junior team members. Proficient in managing complex tax planning projects and ensuring compliance with regulatory deadlines.

Highest-signal resume keywords

ATT QualificationCTA QualificationACA QualificationACCA QualificationPersonal Tax Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningAdvisory SupportCapital Gains TaxInheritance TaxTrust TaxEstate PlanningReviewing Tax ReturnsIdentifying Tax Planning OpportunitiesCompliance Management

Soft Skills

Excellent CommunicationClient Facing SkillsOrganisational AbilitiesTime ManagementProactive Client Service

Certifications & Qualifications

ATTCTAACAACCA

Industry Keywords

UK Accountancy PracticeTax ConsultancyPersonal Tax Advisory

About the role

Key responsibilities & impact

Managing a portfolio of personal tax clients
Reviewing personal tax returns prepared by junior team members
Providing tax planning and advisory support to private clients
Advising on capital gains tax, inheritance tax and residency matters
Assisting with trust tax and estate planning work
Supporting directors and partners with complex advisory projects
Building and maintaining strong client relationships
Identifying tax planning opportunities for clients
Mentoring and supporting junior members of the tax team
Ensuring compliance deadlines are met and service levels remain high

Requirements

What you’ll need

ATT, CTA, ACA or ACCA qualification, or be close to completion
Experience within a UK accountancy practice or tax consultancy environment
Strong knowledge of personal tax compliance
Exposure to personal tax advisory work
Experience reviewing tax returns would be advantageous
Excellent communication and client facing skills
Strong organisational and time management abilities
A proactive and commercial approach to client service.

Benefits

Comp & perks

Competitive salary package
Hybrid and flexible working arrangements
Ongoing learning and professional development
Clear career progression opportunities
Exposure to a broad and diverse client base
Supportive and collaborative working environment
Access to specialist tax advisory work
Modern and inclusive workplace culture
Opportunity to work for a nationally recognised professional services firm
Generous holiday entitlement and additional benefits package