Personal Tax Assistant Manager
Job description
Original text imported from Reed
A rare opportunity for an experienced personal tax professional to step into a role designed as a clear pathway to Manager level. The position offers exposure to complex and high-profile tax matters, with increasing responsibility and client interaction from day one.
Client Details
The client is a well-established professional services organisation with a strong reputation for advising high-profile individuals, including those with complex and international tax affairs. The tax team operates in a fast-paced environment and works closely with senior stakeholders and overseas colleagues, providing excellent technical exposure and long-term career development.
Description
- Managing a portfolio of personal tax clients, taking responsibility for UK tax compliance with senior support
- Preparing and beginning to review UK tax returns, identifying issues and ensuring technical accuracy
- Supporting Managers and senior stakeholders on more complex tax returns and advisory matters
- Assisting with the oversight and development of junior team members, including reviewing straightforward work
- Managing workflow across your portfolio, prioritising deadlines and coordinating delivery
- Supporting advisory work for individuals and assisting on more complex tax planning projects
- Building confidence in dealing directly with client queries and taking on a more front-facing role
- Collaborating with internal teams and liaising with international offices where required
- Researching technical issues and developing independent judgement over time
- Contributing to team development and participating in internal training initiatives
Profile
- Strong experience in personal tax, with solid exposure to compliance and some review experience
- CTA qualified or close to completion is advantageous, but not essential
- Experience supporting or reviewing the work of junior staff
- Growing confidence working autonomously, with appropriate escalation
- Exposure to residency, double tax treaties or internationally mobile individuals is desirable
- Any experience with US tax or international tax matters would be beneficial
- Strong communication skills and the ability to build credibility with clients
- Highly organised, with the ability to manage multiple deadlines
- Ambitious and motivated, with a clear desire to progress to Manager level
Job Offer
- Competitive salary
- Midlands-based role
- Full-time position
- Flexible working options
- Clear and structured progression towards Manager level
- Exposure to complex, high-profile and international tax work
- Study support available
- Enhanced pension contributions
- Health cash plan including online GP access and gym discounts
- 23 days' annual leave plus public holidays, with additional holiday entitlement linked to service
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your CTA qualification progress prominently as the advert specifically mentions this as advantageous
📊 Quantify your personal tax portfolio: 'Managed 85+ personal tax clients with combined income of £12M+'
🌐 Emphasise any international tax exposure, particularly US tax or double tax treaties experience
🎯 Showcase your review experience and junior staff supervision to demonstrate readiness for management progression
🤝 Include examples of direct client interaction and technical problem-solving in complex tax matters
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed personal tax compliance for 75+ high-net-worth clients with combined annual income exceeding £8M, ensuring 100% on-time filing
- •Led CTA study group of 6 colleagues, achieving 85% first-time pass rate whilst progressing through Advanced level taxation modules
- •Reviewed and mentored 3 junior tax assistants on complex returns involving double tax treaties and non-domiciled status, reducing technical errors by 40%
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Dear Hiring Manager,
Michael Page Finance's Personal Tax Assistant Manager position represents exactly the career progression opportunity I have been seeking, combining my expertise in UK tax compliance with the international tax exposure that will accelerate my development towards Manager level.
My background in personal tax spans compliance, advisory work, and team leadership, with particular strength in managing complex client portfolios and developing junior colleagues. I am drawn to the role's emphasis on high-profile clients and international tax matters, areas where I can contribute immediately whilst continuing to build the technical depth required for management responsibilities.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you handle a client with UK residency issues who has been working abroad for 18 months?
- ›Explain the key differences between domicile and residence for UK tax purposes
- ›What are the main considerations when preparing a tax return for a non-domiciled individual?
- ›How do double tax treaties affect personal tax compliance for internationally mobile clients?
- ›Walk me through your approach to reviewing a junior's tax return for technical accuracy
Behavioural
- ›Tell me about a time you had to manage multiple urgent tax deadlines simultaneously
- ›Describe a situation where you identified a complex tax issue and how you resolved it
- ›Give an example of when you had to explain a technical tax matter to a client
- ›Tell me about a time you mentored or supported a junior colleague
- ›Describe a challenging client interaction and how you handled it
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to manage multiple urgent tax deadlines simultaneously
Describe a situation where you identified a complex tax issue and how you resolved it