Luton, United Kingdom | Posted on 19/05/2026
The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting to the Head of Personal Tax, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self‑assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm’s reputation as a trusted advisor in personal tax.
Responsibilities
* Lead end-to-end preparation and review of complex personal tax returns, including self‑assessment, CGT, IHT, and ATED filings.
* Deliver strategic tax planning advice to high-net-worth clients, covering trusts, gift planning, and tax-efficient investment structures.
* Supervise and mentor a team of tax professionals, ensuring adherence to quality standards, deadlines, and compliance protocols.
* Conduct thorough technical reviews of tax computations and supporting documentation in line with HMRC guidance and case law.
* Collaborate directly with clients and external advisors (e.g., solicitors, accountants, financial planners) to gather data and deliver actionable tax solutions.
* Monitor and respond to changes in tax legislation, HMRC updates, and emerging trends, integrating insights into practice and client advice.
* Develop and refine internal tax policies, templates, and workflows to improve efficiency, consistency, and scalability.
* Serve as a subject‑matter expert, supporting training programs and knowledge‑sharing initiatives across the department.
* Ensure timely submission of all tax filings and manage HMRC correspondence, queries, and appeals effectively.
* Contribute to business development through client proposals, presentations, and thought leadership content.
Requirements
* Professional tax qualification such as CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax.
* Minimum 5 years of progressive experience in personal tax compliance and advisory, preferably within a professional services firm.
* Demonstrated expertise in preparing and reviewing self‑assessment returns, CGT, IHT, and trust taxation.
* In‑depth knowledge of HMRC regulations, including PAYE, dividend taxation, and anti‑avoidance rules (e.g., TCGA 1992, IHTA 1984).
* Exceptional analytical, problem‑solving, and communication skills with the ability to simplify complex tax concepts for clients.
* Experience leading teams, including performance management, mentoring, and professional development planning.
* Proficiency in tax software (e.g., Thomson Reuters Checkpoint, CCH AnswerBase, TaxCalc) and advanced Excel skills.
* Ability to manage multiple deadlines under pressure while maintaining accuracy and confidentiality.
* Commitment to ongoing CPD and adherence to ICAEW or ICAH professional conduct standards.
* Willingness to travel to client sites or office locations as required.
Benefits
* Hybrid and flexible working arrangement.
* Plenty of free on‑site parking.
* Paid overtime.
* Involvement in charity and community projects.
* Strong growth plans over the next five years.
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