Personal Tax Assistant Manager

​Our client is a well-established firm of accountants based in Halesworth, Norfolk, providing high-quality tax and accounting services to a diverse client base.

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Job Description:

The firm are seeking an experienced and detail-oriented Personal Tax Senior or Assistant Manager to join our professional team.

The role will be compliance-focused, ensuring that all tax filings meet statutory requirements while providing proactive tax advice where appropriate.

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Key Responsibilities:

• Compliance & Reporting: Prepare and review Self-Assessment Tax Returns for individuals, landlords, sole traders, company directors, and high-net-worth clients, ensuring accuracy and compliance with HMRC regulations.

• Client Management: Act as the main point of contact for a portfolio of clients, providing clear and professional tax advice while maintaining excellent client relationships.

• Technical Expertise: Stay up to date with UK tax legislation, ensuring that all tax filings comply with the latest HMRC guidance.

• HMRC Liaison: Handle HMRC enquiries, disclosures, and investigations on behalf of clients, ensuring compliance with statutory obligations.

• Tax Planning Support: Identify areas for tax efficiencies and risk mitigation, advising clients on best practices within the bounds of UK tax law.

• Process Improvement: Assist in developing and streamlining tax compliance processes within the firm to enhance efficiency and accuracy.

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Qualifications and Experience:

• ATT qualified, CTA-qualified, or qualified by experience.

• Minimum of 3 years’ experience in a personal tax compliance role within an accountancy practice.

• Strong technical knowledge of UK tax legislation, including income tax, capital gains tax, inheritance tax, and property tax.

• Experience dealing with HMRC correspondence, compliance checks, and tax return submissions.

• Excellent analytical skills with a meticulous approach to detail and compliance.

• Strong communication skills with the ability to explain complex tax matters clearly to clients.

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Benefits:

• Competitive salary and benefits package.

• Professional development opportunities, including support for further qualifications.

• Flexible working arrangements, including hybrid working options.

• A supportive and collaborative working environment with career progression opportunities.

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Ready to take the next step? Apply now or contact Will Langdon @ Clark Wood for more details on this exciting opportunity in Halesworth

Will@clark-wood.co.uk / 07920557121

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