Job Description
Position: Personal Tax Manager
Location: Bedford
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
* Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives
Personal Tax Manager Job Requirements
* 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
* Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable
Personal Tax Manager Salary & Benefits
* 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
* Onsite parking
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