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
Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates
Act as the main point of contact for clients, trustees, and professional advisers
Build and maintain strong client relationships, delivering a high standard of service
Identify tax planning opportunities and assist Directors and Managers with advisory and trust-related projects
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
Ensure all statutory and internal deadlines are met and work is delivered efficiently and within budget
Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required
Person Specification
Essential
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
Excellent communication and interpersonal skills
Desirable
Experience working with high-net-worth individuals
Strong experience with trusts and estates, including IHT reporting
Experience supervising and developing junior staff
Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar