Private Client Tax Assistant Manager

PF Recruitment, Kent's leading accountancy practice recruitment agency, is recruiting for a Personal Tax Assistant Manager to join a fantastic firm of chartered accountants based in Chatham.

This is an excellent opportunity for an experienced personal tax professional looking for a mix of client responsibility, technical work and career progression. You’ll manage a varied private client portfolio, oversee compliance and contribute to advisory assignments, with support from experienced colleagues.

As a Personal Tax Assistant Manager, you’ll build strong client relationships, support junior team members and identify opportunities to provide additional advice. The firm offers a comprehensive benefits package, hybrid working and clear progression routes.

Responsibilities

As a Personal Tax Assistant Manager, your responsibilities will include:

• Managing a varied portfolio of private clients and acting as their main point of contact.
  
• Preparing and reviewing personal tax returns, ensuring compliance work meets deadlines and quality standards.
  
• Contributing to tax planning and advisory projects alongside senior colleagues.
  
• Attending client meetings and maintaining regular contact to understand clients’ circumstances and requirements.
  
• Identifying opportunities for further tax advice or support from other specialist teams.
  
• Coordinating workloads, monitoring budgets and work in progress, and managing client billing.
  
• Supervising junior colleagues, reviewing their work and supporting their development.
  
• Assisting with additional compliance assignments and advisory projects as required.
  
• Keeping your technical knowledge current through training, research and monitoring tax developments.
  

Requirements

• To be considered for this Personal Tax Assistant Manager opportunity, you’ll have:
  
• An ATT and/or CTA qualification, or be qualified by experience.
  
• Strong personal tax compliance experience within an accountancy practice or specialist tax firm.
  
• Experience contributing to private client tax advisory work.
  
• Confidence managing client relationships and explaining technical matters clearly.
  
• Experience reviewing work and supporting junior colleagues.
  
• Strong organisational skills, attention to detail and commercial awareness.
  
• A proactive, collaborative approach to managing your workload.
  
• Ideally, experience in or an interest in agricultural clients, although this is not essential.
  

This Personal Tax Assistant Manager role could suit an experienced Tax Senior ready to progress or an existing Assistant Manager looking for a new opportunity.

Benefits

• £50,000 to £60,000, depending on experience.
  
• Hybrid working, typically three days in the office and two from home.
  
• Flexible working arrangements and family friendly policies.
  
• Generous annual leave allowance, plus bank holidays, with the option to purchase additional holiday.
  
• Contributory pension, life assurance and income protection.
  
• Healthcare benefits, including private medical insurance and a health cash plan.
  
• Access to wellbeing support, counselling and an Employee Assistance Programme.
  
• Employee discounts and recognition awards.
  
• Clear career progression and ongoing internal and external training.
  
• An additional day of leave for volunteering.
  
• Optional benefits including a cycle to work scheme and interest free car or motorbike loans.
  
• To find out more about this Personal Tax Assistant Manager vacancy in Chatham, contact TPF Recruitment for a confidential conversation.
  
• hello@tpfrecruitment.com
  
• 01227 533 007