Personal Tax Assistant Manager Peterborough | Hybrid Working
We are working with a Top 15 accountancy firm seeking a Personal Tax Assistant Manager to join their growing Private Client Tax team in Peterborough. This is an excellent opportunity for a tax professional looking to step into, or further develop within, an Assistant Manager role, gaining exposure to complex advisory work and a high-quality client base.
The Role As a Personal Tax Assistant Manager, you will manage a varied portfolio of private clients, including high-net-worth individuals, families, trusts, and estates, while supporting on a range of advisory projects. Key responsibilities include:
Managing a portfolio of personal tax clients, ensuring timely and accurate compliance
Preparing, reviewing, and submitting personal tax returns
Advising clients on a wide range of personal tax matters
Handling trusts and estates work, including IHT reporting (IHT100 & IHT400)
Managing HMRC enquiries and investigations
Supporting on advisory projects, including inheritance tax planning, succession planning, and structures
Exposure to international and cross-border tax matters
Identifying advisory opportunities and supporting business development activity
Supporting and mentoring junior team members
Assisting senior stakeholders on complex client work




About You We're looking for an ambitious and forward-thinking personal tax professional who is keen to develop their expertise and progress their career. You will:
Be CTA / ACA / ACCA qualified (or equivalent)
Have experience within personal tax, ideally including private client work
Be confident managing client relationships and delivering high-quality service
Possess strong technical knowledge across personal tax matters
Demonstrate strong organisational and problem-solving skills
Be an effective communicator, both written and verbal
Show commercial awareness and a proactive approach
Have experience supervising or supporting junior team members (desirable)
What's On Offer Market-competitive salary
Hybrid and flexible working
Clear progression opportunities within a leading firm
Access to strong learning and development programmes
Exposure to complex advisory and international tax work
Supportive and collaborative team workplace
Excellent benefits package
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.

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📌 Personal Tax Assistant Manager - Peterborough (Ontario)
🏢 Pro‑Recruitment Group
📍 Ontario