AJ Chambers ®
Personal Tax Assistant Manager
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Personal Tax Assistant Manager
Personal Tax Assistant Manager
£65,000 DOE | London | Hybrid Working
Are you a Tax Assistant Manager or Manager seeking an entrepreneurial, progressive and supportive environment within a growing accountancy practice? Do you enjoy working with a diverse client base, developing your technical expertise, and taking on increasing responsibility?
This is an excellent opportunity to join a well-established and expanding firm that combines the quality of service associated with larger practices with the collaborative culture and flexibility of a mid-sized organisation.
About the Firm
Our client is a highly regarded accountancy and advisory practice with a strong reputation for delivering tailored accounting and tax solutions to a wide range of clients. The firm continues to experience significant growth and offers an exciting environment for ambitious tax professionals looking to develop their careers.
The practice prides itself on providing a high-quality, partner-led service and has access to extensive international resources through its global affiliations. This enables the team to support clients with increasingly complex and varied tax matters while maintaining a personal and collaborative approach.
People are central to the firm's success, and there is a strong commitment to:
- Professional development
- Internal progression
- An inclusive and supportive culture
Flexible and hybrid working arrangements are available to help employees balance their professional and personal commitments.
The Personal Tax Team
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The Personal Tax team advises a broad portfolio of clients including:
- Ultra-high-net-worth and high-net-worth individuals
- Private equity professionals
- Owner-managed businesses
- Entrepreneurs and start-ups
- Partnerships and family groups
- Internationally mobile individuals
- Trusts and estates
This role offers a blend of:
- Compliance
- Advisory
- Client relationship management responsibilities, with opportunities to work on technically interesting assignments and support the development of junior team members.
Key Responsibilities
- Take ownership of assignments and manage a portfolio of clients.
- Provide technical support across personal tax matters, including Income Tax, Capital Gains Tax, Inheritance Tax and residence issues.
- Manage compliance requirements and respond to client queries.
- Assist with advisory and consultancy projects.
- Support compliance work relating to EIS/SEIS, EMI schemes, employment-related securities, and annual reporting requirements.
- Prepare complex personal tax returns and ensure compliance with current legislation.
- Monitor tax payment deadlines and ensure obligations are met.
- Build and maintain strong client relationships through regular communication.
- Liaise with clients, HMRC, and third parties on a broad range of personal and business tax matters.
- Support and mentor junior team members.
- Act as a point of contact for tax queries from colleagues across the wider business.
- Undertake technical research and contribute to advisory projects.
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Skills & Attributes
- Strong technical tax knowledge with a commercial mindset.
- Up-to-date understanding of personal and business tax matters.
- Proactive and solutions-focused approach.
- Strong interpersonal and relationship-building skills.
- Ability to establish credibility quickly with clients and colleagues.
- Collaborative team player.
- Strong analytical skills and attention to detail.
- Excellent written and verbal communication skills.
- Confident user of relevant technology and software.
Qualifications & Experience
- ATT and/or CTA qualified, or qualified by experience.
- Strong personal tax experience gained within a professional services environment.
- Experience managing client relationships and delivering high levels of service.
- Exposure to expatriate tax matters would be advantageous but is not essential.
- Strong academic background preferred.
Benefits
- 25 days annual leave plus bank holidays
- Additional annual leave entitlement based on length of service
- Salary sacrifice pension scheme
- Option to buy or sell annual leave
- Performance-related bonus scheme
- Hybrid and flexible working arrangements
- Regular social and team events
- Life assurance
- Private medical insurance
- Employee Assistance Programme
- Cycle to Work scheme
- Health and wellbeing initiatives
- Ongoing professional development and technical training
- Support for professional qualifications
- Professional subscriptions paid
Salary: £65,000 plus benefits
Location: London (Hybrid Working)
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