Personal Tax Manager
hace 20 horas
Luton
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 advisers, • Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects, • Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations, • Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met, • Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance, • Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team, • Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training, • CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience, • Strong experience within a UK accountancy or tax practice, • Good technical knowledge of UK personal tax, trust, and estate taxation, • Experience managing a personal tax and trust client portfolio, • Strong organisational and time management skills, • Salary ranging from £51,000 - £62,000 depending on experience, • Flexible working, along with hybrid arrangements for qualified staff members, • Annual leave starting at 25 days (plus statutory bank holidays), • Holiday purchase scheme, • We offer paid overtime - rare in our sector we know!, • A group income protection insurance scheme, • Life assurance at four times basic annual salary, • Auto enrolment pension scheme, • Employee Assistance Programme for challenging situations whether they be personal or work related, • Full study support for professional qualifications where relevant, • Professional subscriptions fees paid JBRP1_UKTJ