Tax PA & Client Manager to Director - TPF Recruitment : Job Details

We are seeking an experienced and highly organised professional to provide senior-level support to a Director in managing a diverse portfolio of clients. The role focuses on the efficient delivery of compliance services, maintaining proactive and professional communication with clients, and ensuring workflows are well controlled and organised through the firm’s internal systems.

This position would suit someone with strong experience in personal and corporate tax, excellent deadline management skills, and the ability to thrive in a fast-paced environment. A proactive approach, attention to detail, and strong communication skills are essential.

Key Responsibilities

Client Compliance

• Prepare and submit Self Assessment tax returns for individuals, partnerships, and sole traders

• Assist with the preparation of company accounts and corporation tax returns in line with deadlines

• Prepare and submit P11Ds, VAT, PAYE, and CIS registrations and returns

• Monitor client compliance calendars to ensure deadlines are consistently met

• Keep all client records accurate and up to date across internal systems and portals

Workflow and Organisation

• Maintain oversight of active jobs and submissions using internal tracking tools

• Coordinate with internal team members to support time management, diary planning, and client communication

• Promptly follow up with clients for outstanding records and respond to queries to maintain workflow

• Collaborate with tax, accounts, and administration teams to progress work efficiently

• Provide clear summaries and handovers when tasks require review or input from others

Client Communication and Administration

• Use internal systems to manage tax payment reminders, submission confirmations, and Companies House filings

• Track client responses and ensure efficient follow-up

• Assist in onboarding new clients and setting up appropriate systems and processes

Team and Director Support

• Support the Director by maintaining structure and organisation around deadlines, communications, and priorities

• Proactively highlight upcoming deadlines, risks, or workflow issues

• Assist in preparing information and reports for client meetings

• Act as a consistent and professional point of contact for compliance-related matters

• Maintain accurate records and responsive communication to support the Director’s working style

Key Attributes and Skills