LHH
Personal Tax Senior / Assistant Manager
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Personal Tax Senior / Assistant Manager
Location: Peterborough (Hybrid)
Join a Leading Private Client Tax Team
An exciting opportunity has arisen for a Personal Tax Senior or Assistant Manager to join a well-established and growing Private Client Tax team based in Peterborough. This role offers the chance to work with an impressive portfolio of high-net-worth individuals, families, trusts, and estates, providing a mix of compliance and advisory services within a supportive and collaborative environment.
The Role
As a key member of the Private Client Tax team, you will:
- Manage your own portfolio of private clients, delivering exceptional client service.
- Prepare and review personal tax returns and trust tax compliance work.
- Handle trust and estate administration, including IHT100 and IHT400 reporting.
- Assist with a wide range of advisory projects, including succession planning, trust structuring, inheritance tax planning, and international tax matters.
- Build and maintain strong client relationships while identifying opportunities to provide additional advisory support.
- Support, mentor, and review the work of junior team members.
- Work closely with senior managers and Partners on complex client matters.
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About You
The successful candidate will have:
- CTA, ACA, or ACCA qualification (or be qualified by experience with strong personal tax expertise).
- Previous experience working within a personal/private client tax environment.
- Strong knowledge of UK personal tax compliance, trusts, and inheritance tax.
- Excellent communication and relationship management skills.
- A proactive approach and an interest in developing advisory experience.
- Experience supervising or mentoring junior colleagues would be advantageous.
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What's on Offer
- Competitive salary and comprehensive benefits package.
- Hybrid and flexible working arrangements.
- Exposure to a varied and interesting client portfolio.
- Genuine opportunities to develop advisory skills and progress your career.
- A supportive team culture with clear pathways for progression to Manager and beyond.
- Ongoing professional development and training.
Apply Now
If you're a Personal Tax Senior ready to take the next step into Assistant Manager, or you're already operating at Assistant Manager level and looking for a fresh challenge, we'd love to hear from you.
Apply today or get in touch for a confidential discussion to learn more about this opportunity.
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