Personal Tax Manager
Manage a varied portfolio of private clients including high-net-worth individuals, trusts, and estates, delivering high-quality personal tax compliance and advisory services. You will act as the main client contact, provide technical guidance, manage deadlines, and support junior team development. This is a key role offering strong client exposure, responsibility, and progression opportunities.
Key Responsibilities
Client Portfolio Management
* Manage a portfolio of personal tax clients (HNWIs, directors, OMBs, trusts, estates)
* Act as main contact for clients, trustees, and advisers
* Build strong relationships and deliver high service standards
* Identify tax planning opportunities and support advisory projects
Personal Tax, Trusts & Estates Compliance
* Oversee preparation and review of personal, trust, and estate tax returns
* Manage compliance including income tax, CGT, and IHT reporting
* Ensure deadlines are met and work delivered efficiently and within budget
* Handle HMRC correspondence, including registrations, disclosures, and enquiries
Advisory & Technical
* Provide input across personal tax, trusts, estates, CGT, IHT, and residency matters
* Support trust and succession planning work
* Research legislation and HMRC guidance
* Keep up to date with tax changes and communicate impacts
Team Leadership
* Supervise, mentor, and review work of junior staff
* Provide clear feedback and support development
* Assist with workflow planning and work allocation
Compliance & Quality
* Ensure adherence to professional standards and firm procedures
* Support quality initiatives and internal/external reviews
* Maintain accurate records and documentation
Person Specification
Essential
* CTA qualified, or ACA/ACCA with strong personal tax and trust experience
* UK practice background
* Strong knowledge of personal tax, trusts, and estates
* Experience managing client portfolios
* Strong organisational and communication skills
Desirable
* HNWI experience
* Trusts and estates expertise (including IHT)
* Team supervision experience
* Familiarity with software (CCH, IRIS, TaxCalc or similar)
What We Offer
* Competitive salary
* Hybrid and flexible working
* Clear progression opportunities
* Ongoing training and development
* Supportive, collaborative environment
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