Personal Tax Assistant Manager - Top 20 firm - Peterborough - England, East of England, Cambridgeshire

Personal Tax Assistant Manager | Top 20 Firm | Peterborough

Are you a tax professional ready to elevate your career within a prestigious Top 20 firm that values your unique perspective as much as your technical expertise? Do you thrive in a dynamic, high-performance environment where you can manage a sophisticated portfolio of HNWIs, trusts, and estates? This is your opportunity to step into a pivotal role within a gold-standard "Investor in People" firm, navigating complex international tax issues and delivering insights that drive real results for your clients.

About the Firm This Top 20 Firm is a prominent UK member of a leading global accounting network, offering the perfect blend of international resources and deep-rooted local commitment. Recognised with gold status by Investors in People, the firm is dedicated to fostering an ambitious, driven team through award-winning development programmes and a supportive management structure. They operate with a clear focus on continuous learning, ensuring every individual has the freedom to shape their career path while making a meaningful impact on a diverse and prestigious client base.

Responsibilities

Manage a diverse portfolio of high-net-worth individuals, wealthy families, trusts, and estates.
Oversee the preparation, submission, and review of annual tax returns for all delegated clients.
Lead IHT reporting requirements, including the completion of IHT 100 and IHT 400 forms.
Provide high-level advisory services on private client and personal tax issues, identifying opportunities for succession planning and offshore structures.
Manage HMRC interventions, including s9A enquiries, investigations, and voluntary disclosures.
Support senior staff and partners on complex international and cross-border tax projects.
Contribute to business development and marketing initiatives to grow the private client tax offering.

As a Personal Tax Assistant Manager you will:

Utilise your CTA, ACA, or ACCA qualification to deliver technically excellent tax solutions.
Supervise and mentor junior team members, supporting their professional growth and development.
Liaise directly with HMRC and clients to resolve complex queries and ensure full regulatory compliance.
Leverage advanced tax software and IT systems to provide efficient and commercial client service.
Maintain an up-to-date technical knowledge of evolving tax legislation through continuous professional development.
Work collaboratively across departments to spot opportunities for OMB projects and holistic client wealth management.

What You’ll Receive

33 days annual leave (inclusive of bank holidays).
Option to buy or sell up to 5 days of annual leave.
Hybrid working: 2 home working days per week.
Flexible working: Core hours between 10:00 AM and 2:00 PM.
Discretionary annual bonus and employee recognition awards.
Employee Assistance Programme including unlimited 24-hour counselling and virtual doctors.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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