Personal Tax Assistant Manager/Manager

Personal Tax Assistant Manager/Manager: (Company Name - Subscribers only)

Our Mission

At (Company Name - Subscribers only) we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

· Working with our clients to transform their business and personal finances.

· Connecting and contributing to the business community in the cities we are located in.

· Working with charities by volunteering, fundraising and influencing change both now and in the future through the (Company Name - Subscribers only) Foundation.

· Being a great place to work and develop your career.

At (Company Name - Subscribers only) we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients, being genuinely interested in their work, or by simply being the best version of themselves. At (Company Name - Subscribers only), we know how important it is to create an environment for positive change, both in work and in the communities, we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. You can make an impact at (Company Name - Subscribers only), not only through delivering amazing work, but also through participating in the charity campaigns we run throughout the year. Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative and Deliver Beyond Expectation.

Role Purpose

Working closely with the Head of Personal Tax, you will take ownership of a varied personal tax portfolio and play a key role in delivering a high-quality compliance and advisory service to clients. You will support the day-to-day management of the team, reviewing work, coaching junior colleagues and helping to identify opportunities to add value through proactive tax planning and wider (Company Name - Subscribers only) services.

Role Objectives

· Manage a portfolio of personal tax clients, ensuring all compliance work is planned, reviewed and delivered accurately and in line with filing deadlines.

· Review self-assessment tax returns, tax computations and associated schedules, providing clear feedback and guidance to preparers.

· Supervise, coach and develop junior members of the personal tax team, supporting their technical progression and confidence in client delivery.

· Build and maintain strong relationships with new and existing clients, acting as a trusted day-to-day contact and escalating complex matters where appropriate.

· Identify advisory opportunities, including share schemes, inheritance tax, capital gains tax, pension relief, tax-efficient giving and wider referrals across the business.

· Work closely with the corporation tax compliance team and wider service lines to obtain information and deliver a joined-up client experience.

· Prepare and review high-quality self-assessment tax returns, self-employed accounts and property income schedules, tailoring the service to each client’s needs.

· Support HMRC correspondence and compliance matters, including tax codes, P11Ds, tax credits, gift aid relief claims and related queries.

Your knowledge, skills and experience

· ATT and/or CTA qualified, or part-qualified with strong relevant experience; ACA/ACCA backgrounds with personal tax experience will also be considered.

· A minimum of five years’ experience within a private practice personal tax environment, with exposure to portfolio management and compliance review.

· Strong technical knowledge across UK personal tax, including income tax, capital gains tax, inheritance tax, employment benefits, pensions and HMRC compliance matters.

· Experience reviewing work prepared by junior colleagues and providing constructive, practical feedback that supports development and quality.

· Confident managing client relationships, communicating technical matters clearly and identifying opportunities to deliver additional value.

· Excellent written communication, attention to detail and the ability to produce clear, accurate client correspondence and reports.

· Highly organised, commercially aware and able to manage competing deadlines during peak compliance periods.

· A proactive mindset, with an interest in improving processes, using technology effectively and supporting a consistently high standard of service delivery.

· Comfortable with networking, business development and building strong internal relationships across the wider firm.

What we offer

· 26 days holiday per annum (including your birthday as a paid holiday) in addition to the eight public bank holidays. Our holiday year runs from 1st January to 31st December.

· Company pension scheme based on qualifying earnings with up to an additional 2% employer/employee matched contributions

· Discounted health & lifestyle perks through Medicash

· Ongoing professional and personal development

· Annual conference abroad

· Financial and mortgage advice provided by (Company Name - Subscribers only) Wealth Management

· Wellbeing initiatives

· Two paid volunteering days per year for either a charity/community or sustainability project

· Access to our members club facilities including daily breakfasts & refreshments, free events & socials

· “Smart Working” hours- flexible start and finish time around core hours,

· Remote Working- option to apply to work remotely for 20% of contractual hours

· Extended trip abroad- option to extend your trip abroad and work abroad for up to 4 weeks

· Enhanced maternity & adoption leave

· Enhanced discretionary company sick pay

· Death in service covering 4 x salary

· Annual travel ticket loan

· Cycle to work scheme

· Flexible public holiday policy (allowing team members to exchange 2 UK public holidays for days significant to their beliefs – excluding Christmas)

Our aim is to encourage and support all applicants throughout the application process. If you require any reasonable adjustments, please get in touch via people@(Company Name - Subscribers only).co.uk.

Pay: £40,000.00-£55,000.00 per year

Benefits:

• Bereavement leave
• Company events
• Company pension
• Cycle to work scheme
• Discounted or free food
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Health & wellbeing programme
• Life insurance
• Paid volunteer time
• Referral programme
• Sick pay
• Work from home

Application question(s):

• Do you have right to work in the UK without needing visa sponsorship?
• Are you happy being based in the office for a minimum of 4 days per week in line with our working from home policy?

Work authorisation:

• United Kingdom (required)

Work Location: In person