Personal Tax Manager

Description

Position: Personal Tax Manager

Location: Luton

Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more

Working Hours: Full time, Mon-Fri, 9am-5pm

A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression

The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you

Personal Tax Manager Job Responsibilities

Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisersBuild strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projectsOversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligationsManage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are metProvide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidanceSupport advisory work on trust structures, succession planning, and communicate legislative updates to clients and the teamLead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering trainingEnsure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiativesPersonal Tax Manager Job Requirements

CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experienceStrong experience within a UK accountancy or tax practiceGood technical knowledge of UK personal tax, trust, and estate taxationExperience managing a personal tax and trust client portfolioStrong organisational and time management skillsFamiliarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirablePersonal Tax Manager Salary & Benefits

Salary ranging from 51,000 - 62,000 depending on experienceFlexible working, along with hybrid arrangements for qualified staff membersAnnual leave starting at 25 days (plus statutory bank holidays)Holiday purchase schemeWe offer paid overtime - rare in our sector we know!A group income protection insurance schemeLife assurance at four times basic annual salaryAuto enrolment pension schemeEmployee Assistance Programme for challenging situations whether they be personal or work relatedFull study support for professional qualifications where relevantProfessional subscriptions fees paidOnsite parkingBennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

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Ad ID: 5418826753