MHA
Personal Tax Assistant Manager
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Personal Tax Assistant Manager
LOCATION: Peterborough
Fair and equitable salary, depending on your experience and expertise.
We welcome applications from people who may have had different career journeys, including those wishing to return to work after a career break. We are open to conversations about flexible working patterns.
Hear from some of the women across our firm who have shared their stories in our Marking Her Ambition campaign: MHA | Marking Her Ambition
Are you ready to bring your Personal Tax expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, people come first, our colleagues, our clients, and the communities we support. We’re ranked as number 11 in the UK’s top accountancy firms and a proud member of Baker Tilly International, the world’s 8th largest network, we combine global insight with a strong local commitment.
Our people‑centred approach is what truly makes us different. You will be welcomed as a valued member of a collaborative, purpose‑led team. We are committed to continuous learning, growth, and creating an environment where everyone can thrive.
We invest in our colleagues because they are the foundation of our shared success. With access to resources and award‑winning development programmes, you will have the space to shape your career while making a real impact.
We are proud to hold the Investors in People Gold award, recognising our commitment to supporting, developing, and valuing every individual.
Here, You’ll Go Beyond Numbers
We are looking for a talented Personal Tax professional to join us who is comfortable in an evolving environment and enjoys solving a variety of challenges that contribute to meaningful outcomes. who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are committed to making a difference. Your work in our Personal Tax team will go beyond the numbers, it’s about building trusted client relationships, understanding their businesses, navigating risks, and delivering insights that support informed decision-making.
As a Personal Tax Assistant Manager in our Peterborough team, you will deal with high-net-worth individuals and their families and trusts. You will manage a Personal Tax portfolio, be responsible for the Trusts and Estates work, IHT reporting (and IHT 100 and IHT 400 forms), and will also gain exposure to variety of projects, including working on international and cross-border tax issues, leveraging the fact that MHA is the UK independent member firm of Baker Tilly International. The role will involve elements of compliance, dispute resolution and advisory. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with - succession planning, OMB projects, trusts and structures, and inheritance tax planning.
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The role includes but is not limited to:
- Dealing with the preparation, submission, and review of annual tax returns of all delegated clients.
- Advising clients on various private client / personal tax issues.
- Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, trusts, estates and offshore structures.
- Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues
- Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
- IHT reporting, including IHT 100 and IHT 400 forms.
- Regularly updating your tax technical knowledge through continuing professional development
- Positive involvement with tax advisory work and spotting opportunities to win new work
- Supporting with business development and marketing initiatives
- Supporting junior members of the team with their development
- Supporting senior staff and partners on complex projects.
What We’re Looking For
- A Personal Tax professional who is either looking to make a step into an Assistant Manager role or an experienced Assistant Manager-level individual who will join our tax department to grow and service the tax offering to clients, whilst looking to develop and progress further in their career.
- CTA/ACA/ACCA qualified or equivalent.
- Professional curiosity and desire for continuous learning
- IT literate (Excel, Word, tax software) & effective communication skills – verbal and written
- Ability to supervise junior in the team
- Organisational skills and the ability to plan and prioritise work accordingly.
- Client focus / commercial awareness
- Problem solving and decision making
- Ability to work well under pressure
- Be positive and committed to MHA in dealings with both clients and staff
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Rewards That Resonate
You’re more than a number to us; you are someone with unique skills and aspirations. Our benefits are designed to support your wellbeing, foster your professional growth, and recognise the contributions you make.
- Agile Working: enjoy the flexibility of core hours from 10:00am to 2:00pm and two home-working days, allowing you to balance your work and personal commitments.
- 33 days' holiday including bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Fair and equitable salary package based on experience
- Employee recognition awards: outstanding Performance Award Bonus, discretionary annual bonus, and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential
- Employee Assistance Programme: a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
- And lot’s more!
Are You Ready to Elevate Your Career?
Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!
At MHA, we know that diversity, inclusion, and belonging lead to better decisions, stronger performance, and a workplace where everyone can feel included and thrive. That’s why we welcome applications from people of all backgrounds and experiences.
We welcome applications from people with who have had different career journeys, including those who may be looking to return to work after a career break.
We recognise that people have different needs and commitments, and may be looking for part-time roles, term-time working, or other flexible working patterns. We are open to conversations about what working patterns may be possible for this role.
We do not expect you to meet all the criteria for the role, but if you feel you would be a great addition to the team, we would love to hear from you.
Disability Confident
We are a Disability Confident employer. If you have a disability and meet the essential criteria for the role, we will progress you to the next stage of the recruitment process.
If you require any reasonable adjustments during the recruitment process to help you perform at your best, please let us know and we will be happy to help.
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