Job Description
Personal Tax Manager
Location: LutonJob Type: Full-timeSalary: Circa £60,000 dependent on role and location
REED Practice are seeking a Personal Tax Manager. This pivotal role involves managing a diverse portfolio of private clients, including high-net-worth individuals, trusts, and estates. You will be responsible for delivering high-quality personal tax compliance and advisory services, acting as the main point of contact for clients, and supporting the development of junior team members. This position offers significant responsibility, direct client exposure, and excellent opportunities for career progression.
Role Overview
* Client Portfolio Management: Manage and nurture relationships with a portfolio of personal tax clients, ensuring a high standard of service and identifying tax planning opportunities.
* Compliance and Advisory: Oversee the preparation and review of personal, trust, and estate tax returns, manage compliance obligations, and provide technical guidance on complex tax matters.
* Team Leadership: Lead, mentor, and develop Personal Tax Seniors and junior team members, ensuring quality control and efficient workflow management.
* Professional Development: Stay abreast of changes in tax legislation and contribute to the professional growth of the team through ongoing training and support.
Key Responsibilities
* Client Engagement: Act as the primary contact for clients, building strong relationships and delivering tailored tax solutions.
* Technical Expertise: Provide expert advice on personal tax, trusts, and estates, including compliance and strategic planning.
* Operational Excellence: Ensure all statutory and internal deadlines are met, work is delivered efficiently, and quality standards are upheld.
* Team Development: Supervise and train team members, fostering a culture of learning and professional growth.
Required Skills & Qualifications
* Essential:
o CTA qualified, or ACA/ACCA with significant personal tax and trust experience.
o Proven experience in a UK accountancy or tax practice.
o Strong technical knowledge of UK personal tax, trust, and estate taxation.
o Excellent organizational, time management, and interpersonal skills.
* Desirable:
o Experience with high-net-worth individuals and complex trust and estate cases.
o Familiarity with tax software such as CCH, IRIS, TaxCalc, or similar.
o Proven track record of supervising and developing junior staff.
What We Offer
* Competitive Salary: Reflective of experience and industry standards.
* Flexible Working Options: Hybrid and flexible working arrangements to support work-life balance.
* Career Progression: Clear pathways for advancement and professional development.
* Training & Development: Access to ongoing technical and professional training.
* Supportive Environment: A collaborative and supportive work culture.
To apply for the Personal Tax Manager position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.