Hybrid Personal Tax Manager: Trusts & Inheritance

Affinia; Maidenhead; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Professional membership support

Paycare – claim money back for Dental/

Paycare – claim money back for Optical

Agile/Hybrid Working Policy. Abilityto

Dress for your Diary Policy

Job summary

Affinia is seeking a Tax Manager to join its hybrid team in Maidenhead. You will lead a diverse portfolio of personal tax work, including compliance and advisory for individuals, trusts and estates, while guiding clients through complex tax matters.

The role emphasizes client-facing work, strong communication with Directors and colleagues, and building lasting relationships across the firm with ongoing CPD and knowledge updates.

Qualifications

• CTA or ATT qualification with minimum 9 years relevant tax experience.
• Strong technical knowledge of personal tax including inheritance tax, trusts and estates.
• Excellent communication and interpersonal skills with ability to explain complex tax matters clearly.

Responsibilities

• Manage a portfolio of personal tax clients, delivering both compliance and advisory services.
• Review and oversee personal tax compliance work, ensuring deadlines are met and work is of high standard.
• Support Directors with technical advisory work and preparation of client advice.
• Liaise with HMRC and other professional advisers on behalf of clients.
• Build and maintain strong client relationships through regular communication and meetings.
• Manage workflow, WIP and billing across your client portfolio.
• Identify tax planning opportunities and introduce clients to other services across the firm.

Skills

CTA/ATT qualification

Job description

Affinia is seeking a Tax Manager to join its hybrid team in Maidenhead. You will lead a diverse portfolio of personal tax work, including compliance and advisory for individuals, trusts and estates, while guiding clients through complex tax matters.

The role emphasizes client-facing work, strong communication with Directors and colleagues, and building lasting relationships across the firm with ongoing CPD and knowledge updates.