Personal Tax Assistant Manager

Personal Tax Assistant Manager
Leeds City Centre
£40,000 - £50,000 + Flexible Working + Excellent Benefits
Do you enjoy managing a varied personal tax portfolio while developing junior team members?
Looking for a role combining compliance, advisory exposure and genuine client ownership?
Want to join a values-led firm with strong culture, progression and investment in people?

Benefits:
Competitive salary dependent on experience
26 days holiday plus bank holidays (including your birthday off)
Flexible "smart working" hours
Hybrid working with the option to work remotely for up to 20% of contractual hours
Company pension with matched contributions
Private health & lifestyle benefits
Ongoing professional and personal development
Annual overseas team trip
Two paid volunteering days per year
Enhanced maternity, adoption and sick pay
Death in service (4x salary)
Cycle to work scheme, season ticket loan and wellbeing initiatives

Your new firm:
Our client is a growing professional services firm with a strong reputation for delivering high-quality tax and advisory services alongside a genuinely inclusive and values-driven culture.
They place real emphasis on collaboration, innovation and community impact, and are continuing to invest in their personal tax offering across their Liverpool and Leeds offices as part of wider growth plans.

Your new role:
Reporting directly to the Head of Personal Tax, you'll take responsibility for managing a portfolio of personal tax clients while supervising and developing junior members of the team.
This role offers a blend of high-quality compliance work with exposure to advisory areas such as inheritance tax, capital gains tax and share schemes, alongside close collaboration with other tax and advisory teams to deliver a holistic client service.

Key responsibilities include:
Managing a portfolio of personal tax compliance work to meet all filing deadlines
Reviewing and supervising the work of junior team members, providing constructive feedback
Preparing and reviewing self-assessment tax returns to a high standard
Meeting with new and existing clients and identifying advisory opportunities
Supporting IHT, CGT and share scheme planning work
Working closely with the corporate tax team to obtain information for client returns
Dealing with HMRC compliance matters, enquiries and correspondence
Preparing self-employed accounts and property income schedules

To be successful in this role, you'll need:
ATT or CTA qualification (part-qualified considered with relevant experience)
At least three years' experience within a private practice personal tax environment
Strong technical knowledge across UK personal tax
Proven experience managing client relationships
Experience supervising and developing junior staff
Excellent written communication and attention to detail
Strong organisation and time management skills
A process-improvement mindset and comfort with networking and business development

Want to find out more?
Drop an email to sam.priday@pro-tax.co.uk or call 07846 741892

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.