Personal Tax Senior / Assistant Manager

Your new company

A well-established and highly regarded independent accountancy practice based in the heart of Altrincham is seeking an experienced Personal Tax Senior or Assistant Manager to join its growing team. Working alongside the Accounts Director and supported by a wider specialist tax team across the Altrincham and other regional offices, you'll become part of a collaborative environment that provides a high-quality service to a diverse and active client base.

Your new role

As a Personal Tax Senior / Assistant Manager, you will take responsibility for managing your own portfolio of personal tax clients, delivering a high standard of compliance work whilst also supporting a range of advisory and planning projects.

Key responsibilities will include:

• Managing a portfolio of personal tax clients, including high-net-worth individuals, business owners and private clients.
• Preparing, reviewing and submitting personal tax returns.
• Acting as the main point of contact for clients on day-to-day tax matters.
• Building and maintaining strong client relationships.
• Supporting the delivery of tax planning and advisory work as opportunities arise.
• Liaising closely with the Accounts Director and wider tax team to provide an integrated client service.
• Ensuring compliance deadlines are met and maintaining the highest levels of client service.

What you'll need to succeed

• ATT qualified with strong examination results.
• CTA qualified or currently studying towards CTA (preferred).
• Previous experience managing a portfolio of personal tax clients within an accountancy practice environment.
• Strong technical knowledge of UK personal tax compliance.
• Excellent communication and relationship-building skills.
• A proactive and client-focused approach.
• The ability to work independently whilst contributing to a wider team environment.

What you'll get in return

• Opportunity to work with a varied and interesting client portfolio.
• Exposure to a range of tax planning and advisory assignments alongside compliance work.
• Full CTA study support for candidates currently undertaking the qualification.
• Supportive and collaborative team environment.
• Competitive Benefits Package
• Excellent opportunity for career progression within a growing and respected firm.

What you need to do now
If you're interested in this Personal Tax role in Altrincham, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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