Mellis Blue is seeking a highly skilled and experienced Personal Tax Manager for our client based in Bedfordshire. This pivotal role involves managing a diverse portfolio of high-net-worth individuals, trusts, and estates, ensuring the delivery of exceptional personal tax compliance and advisory services. This role is based in Luton, and willl offer hybrid arrangements, and other excellent benefits
This role involves managing a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, and to oversee the delivery of high-quality personal tax compliance and advisory services. The role will involve acting as the main point of contact for clients, providing technical guidance, managing deadlines, and supporting the development of junior team members.
This is a key role within the firm, offering responsibility, client exposure, and opportunities for progression.
Key Responsibilities
Client Portfolio Management
1. Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates
2. Act as the main point of contact for clients, trustees, and professional adviser...