Assistant Manager, Personal Tax

Personal Tax Assistant Manager 

The role

We are looking for a motivated and ambitious Assistant Manager to join our Personal Tax team, based in either our Bristol, Taunton or Yeovil office.

This is an exciting opportunity to take the next step in your tax career within a supportive and collaborative team. You will work closely with our Tax Partners, Directors, Managers and fellow tax specialists, helping to deliver exceptional service to a diverse portfolio of private clients while continuing to develop your technical and advisory skills.  You may have a particular specialism in mind or be looking for a varied experience – we are really interested in hearing from you in either case!

As an Assistant Manager, you will take responsibility for managing your own portfolio as well as supporting senior colleagues on more complex assignments and helping to develop junior members of the team. You will play an important role in maintaining strong client relationships and ensuring work is delivered accurately, efficiently, and to the highest professional standards.

If you're looking for a varied role that combines compliance, advisory work and career development in a progressive and people-focused firm, we'd love to hear from you!

What we need from you

Ideally you will:

• Have at least one of the following: ATT / CTA / ACA / STEP
• Have experience of working within a Personal Tax or Private Client Tax team
• Have strong technical knowledge of UK personal taxation
• Be confident managing a portfolio of clients and building strong client relationships
• Have excellent written and verbal communication skills
• Be proactive, self-motivated and able to work independently and collaboratively
• Enjoy supporting and developing more junior team members
• Demonstrate a commitment to delivering an outstanding client experience

If your experience isn't a complete match, but you feel you could bring a lot to AG, we would still encourage you to apply so that we can learn more about you!

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
• An annual salary review
• Group pension scheme
• A Level 1 Medicash Plan provided to all employees
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa private medical insurance available
• Electric car and cycle to work schemes 

About AG 

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful. 

Our people are vital to our continued success, and we are always looking to train and develop individuals who could be our future Partners and leaders. 

Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart 

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. 

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. 

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. 

We’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!