Personal Tax Assistant Manager

MHA | Peterborough

Are you ready to take the next step in your Personal Tax career with a firm that values expertise, ambition, and individuality? At MHA, this is more than just a role — it is an opportunity to make a real impact, build trusted client relationships, and grow within a supportive and forward-thinking environment.

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Why Join MHA?

At MHA, people are at the centre of everything we do — our colleagues, our clients, and the communities we support. As one of the UK’s top 15 accountancy firms and the UK independent member of Baker Tilly International, the world’s 9th largest accountancy network, we combine global reach with strong local expertise.

What makes us different is our commitment to our people. We believe that when our people thrive, our firm thrives. That is why we invest heavily in development, offer access to outstanding resources, and create an environment where every individual is recognised, supported, and empowered to progress. Our Gold Investors in People accreditation reflects this commitment and the value we place on nurturing talent.

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The Opportunity

We are looking for a Personal Tax Assistant Manager to join our Private Client Tax team in Peterborough. This is an excellent opportunity for either:

• A strong Personal Tax professional ready to step up into an Assistant Manager role, or

• An existing Assistant Manager seeking a new challenge in a progressive and people-focused firm.

In this role, you will work with a broad and interesting portfolio that includes high-net-worth individuals, wealthy families, trusts, estates, and offshore structures. You will also gain exposure to a wide variety of compliance, advisory, and dispute resolution work.

This position offers flexibility to shape the role around your strengths and interests, with opportunities to become involved in specialist areas such as:

• Succession planning

• Owner-managed business projects

• Trusts and structures

• Inheritance tax planning

• International and cross-border tax matters

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What You’ll Be Doing

As part of the Peterborough team, you will play a key role in delivering high-quality tax services and building meaningful client relationships. Your responsibilities will include:

• Preparing, reviewing, and submitting annual tax returns for delegated clients

• Managing a diverse personal tax portfolio

• Advising clients on a wide range of private client and personal tax matters

• Taking ownership of Trusts and Estates work

• Handling IHT reporting, including IHT100 and IHT400 forms

• Ensuring all returns are compliant with current tax legislation and regulations

• Liaising directly with HMRC and clients on personal tax matters

• Managing HMRC interventions, including s9A enquiries, investigations, and voluntary disclosures

• Supporting senior team members and partners on more complex tax projects

• Identifying advisory opportunities and contributing to the growth of the tax offering

• Supporting business development and marketing activity

• Mentoring and developing junior team members

• Maintaining and enhancing your technical knowledge through continuous professional development

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What We’re Looking For

We are seeking someone who is technically capable, commercially aware, and motivated to continue developing both professionally and personally.

You will ideally have:

• CTA, ACA, or ACCA qualification (or equivalent)

• A strong background in Personal Tax

• The ambition to progress and develop your career further

• A genuine curiosity for tax and a commitment to continuous learning

• Strong IT skills, including Excel, Word, and tax software

• Excellent written and verbal communication skills

• The ability to supervise and support junior team members

• Strong organisational skills with the ability to prioritise effectively

• A client-focused mindset with good commercial awareness

• Strong problem-solving and decision-making ability

• The ability to work effectively under pressure

• A positive and professional approach when working with clients and colleagues

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What You’ll Gain

This role offers much more than technical experience. It provides the chance to broaden your expertise, strengthen your client management skills, and work on varied and high-value matters in a collaborative and ambitious team.

You will benefit from:

• Exposure to a broad range of private client tax work

• Opportunities to work on international and cross-border issues through our Baker Tilly International network

• A supportive environment that encourages progression and personal growth

• The chance to develop both your technical and soft skills

• Involvement in meaningful client work that goes beyond compliance and focuses on delivering value

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Reward and Benefits

We recognise that our people are individuals, and our benefits are designed to support your career, well-being, and work-life balance.

Our benefits include:

• Agile working, including core hours from 10:00 AM to 2:00 PM and two home working days

• 25 days’ holiday plus bank holidays

• The option to buy or sell up to 5 days’ leave

• A competitive salary package

• Employee recognition awards, including discretionary annual bonus opportunities

• A strengthened succession planning programme and supportive leadership structure

• Access to an Employee Assistance Programme, including:

• 24/7 confidential support

• Unlimited counselling sessions

• Virtual GP services for you and your family

• And much more

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A Career with Impact

At MHA, your contribution matters. You will be joining a business that celebrates diversity, encourages innovation, and is committed to helping its people succeed.

If you are an ambitious Personal Tax professional looking for a role where you can deepen your expertise, expand your experience, and build a long-term career, we would love to hear from you.

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Apply Now

Take the next step in your career with MHA in Peterborough and become part of a team where your talent, insight, and ambition can truly make a difference.

Apply now.