Private Client Tax Assistant Manager in Canterbury

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.

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.
  

• 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.
  

• £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 Canterbury, contact TPF Recruitment for a confidential conversation.
  
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