TPF Recruitment
Personal Tax Senior
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Personal Tax Assistant Manager - Peterborough | Hybrid Working
TPF Recruitment is supporting a leading and highly respected accountancy and advisory firm in their search for a Personal Tax Assistant Manager to join their growing Peterborough office.
This is an excellent opportunity for an ATT, CTA or ACA/ACCA qualified professional, or someone nearing qualification, who is looking to take the next step in their tax career. The role offers a mix of personal tax compliance, tax advisory and client relationship management, working with a varied portfolio of high net worth individuals, business owners, directors and trusts.
You'll join a collaborative and supportive tax team that places a strong emphasis on professional development, client service and career progression.
The Role
As a Personal Tax Assistant Manager, you will manage your own portfolio of clients while supporting senior tax professionals on a range of advisory projects.
Key responsibilities include:
- 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Personal Tax Assistant Manager
To be considered, you will ideally have:
- 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
Personal Tax Assistant Manager
- 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Apply Now
If you're a Personal Tax Senior, Personal Tax Supervisor or Personal Tax Assistant Manager looking for a new opportunity in Peterborough, we'd love to hear from you.
TPF Recruitment is a specialist recruiter for accountancy practice, tax and finance professionals across the South East and East Anglia.
Refer a friend
We’re keen to remain the leading provider of the best accountancy talent in the South East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply)
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills