Personal Tax Assistant Manager
Peterborough
Full-Time or Part-Time
£48,000 - £65,000

A leading, top 15 accountancy practice is seeking a Personal Tax professional to join its growing Private Client Tax team in Peterborough. This is a flexible opportunity that can be tailored to suit the right individual, whether you're looking to step into an Assistant Manager position or are already operating at that level. The team advises a broad portfolio of high-net-worth individuals, families, trusts and estates, offering exposure to both compliance and advisory work, including inheritance tax planning, trusts, succession planning and international tax matters. Full-time and part-time applicants will both be considered.

Role Responsibilities

  • Manage a portfolio of personal tax clients, ensuring a high standard of service.
  • Prepare, review and submit personal tax returns.
  • Advise clients on a broad range of personal tax matters.
  • Work with high-net-worth individuals, families, trusts, estates and offshore structures.
  • Prepare and review IHT reporting, including IHT100 and IHT400 forms.
  • Liaise with HMRC regarding enquiries, investigations and voluntary disclosures.
  • Identify tax planning opportunities and contribute to advisory projects.
  • Support succession planning, inheritance tax planning and trust-related work.
  • Assist with business development and identify opportunities to grow client relationships.
  • Mentor and support junior members of the tax team.
  • Work alongside senior managers and partners on complex private client projects.
  • Maintain up-to-date technical knowledge through continued professional development.

Personal requirements

  • Previous experience within Personal Tax in an accountancy practice environment.
  • CTA, ACA or ACCA qualified (or equivalent), or working towards qualification with relevant experience.
  • Suitable for individuals looking to step into Assistant Manager level or experienced professionals seeking their next move.
  • Strong technical knowledge of UK Personal Tax.
  • Experience dealing with trusts, estates and inheritance tax work would be advantageous.
  • Excellent communication and client relationship skills.
  • Commercial awareness and the ability to identify advisory opportunities.
  • Strong organisational skills with the ability to prioritise workloads.
  • Comfortable supervising and supporting junior team members.
  • Positive, collaborative approach and a genuine desire to continue developing professionally.

Benefits

  • Hybrid working with two home working days per week.
  • Flexible core working hours.
  • 25 days annual leave plus bank holidays.
  • Option to buy or sell up to 5 days annual leave.
  • Competitive salary.
  • Discretionary annual bonus and employee recognition awards.
  • Structured succession planning and career development opportunities.
  • Employee Assistance Programme, including confidential counselling and virtual GP access for employees and their families.
  • Full-time or part-time working considered.
  • Flexibility around level and job title for the right candidate.

If you're an experienced Personal Tax professional looking to join a progressive and supportive firm that can offer genuine flexibility, varied client work and excellent long-term career prospects, apply today.

#IND-HL-25

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

£48,000.00 - £65,000.00
Per annum
GBP48000.00 - GBP65000.00 per annum

Peterborough

Permanent

Added 10/07/2026
Reference: 26163_1783695652

Personal Tax Assistant Manager

Peterborough
Permanent

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