Job Description
About the client
Due to continued growth our client, a busy, thriving progressive and diverse Chartered Accountant are looking for a Personal Tax Manager to join the team. This is a key role within the firm, offering responsibility, client exposure to a broad client and opportunities for progression.
Salary: £51,300 - £61,200
Hours: Mon to Fri 39.5 hrs a week
Location: Luton Office, LU2 8DL
Benefits include:
* Hybrid and flexible working options
* Annual leave starting at 25 days (plus statutory bank holidays)
* Holiday purchase scheme
* A group income protection insurance scheme
* Life assurance at four times basic annual salary
* Auto enrolment pension scheme
* Full study support for professional qualifications where relevant
* Professional subscriptions fees paid
* Clear career progression, development opportunities and ongoing training
* Free Parking
About the Role
The role of Tax Manager 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. Responsibilities include:
Client Portfolio Management
* Manage a portfolio of personal tax clients, including high-net-worth individuals.
* Act as the main point of contact for clients, trustees, and professional advisers
* Build and maintain strong client relationships
Personal Tax, Trusts, and Estates Compliance
* Oversee the preparation and review of personal tax returns, trust and estate tax returns, and related compliance work
* Manage compliance obligations for trusts and estates, including income tax, capital gains tax, and inheritance tax reporting
* Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required
Advisory and Technical
* Provide technical input on a range of personal tax, trust, and estate matters, including income tax, capital gains tax, inheritance tax, trust taxation, and residency issues
* Support advisory work relating to trust and succession planning
* Research and interpret tax legislation and HMRC guidance
Team Leadership
* Manage, supervise, and mentor Personal Tax Seniors and junior team members
Compliance and Quality
About You
As a Tax Manager you will require the following:
* 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
If you are Personal Tax Manager looking to work for a company that offer career progression and development opportunities, this could be the perfect role for you. Don’t miss out on this exciting opportunity.