Personal Tax Manager

WestonBrook Associates; Cambridgeshire and Peterborough; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Leave allowance

Training & development

Income protection

Overtime paid

Career progression

Job summary

WestonBrook Associates, a respected Chartered Accountants firm, seeks an experienced Personal Tax Manager to own a diverse portfolio of private clients, trusts and estates in a hybrid Luton role.

You will lead compliance and advisory work, supervise junior staff, and provide technical tax guidance while liaising with clients, trustees and professional advisers. Strong UK personal tax knowledge is essential.

Qualifications

• CTA or ACA/ACCA with significant personal tax experience.
• Experience in UK personal tax, trusts and estate taxation.

Responsibilities

• Manage portfolio of personal tax clients, including high-net-worth individuals, trusts and estates.
• Act as principal point of contact for clients, trustees and advisers.
• Oversee preparation and review of personal tax, trust and estate tax returns.
• Manage trust and estate compliance (income tax, CGT, IHT).
• Identify tax planning opportunities and support advisory projects.
• Handle HMRC correspondence, enquiries and disclosures.
• Provide technical guidance on personal tax matters to clients and colleagues.
• Supervise and develop junior staff.
• Ensure all compliance deadlines are met with high technical standards.

Skills

Personal tax

Trusts & estates

Client portfolio management

Tax planning

Education

CTA or ACA/ACCA

Tools

CCH

IRIS

TaxCalc

Job description

An outstanding opportunity for a personal tax professional to take ownership of a diverse portfolio of private clients, HNWIs, trusts and estates

07th October, 2026

Personal Tax Manager

Location: Luton (Hybrid)

Salary: £50,000 - £60,000 + Excellent Benefits

WestonBrook Associates are delighted to be representing a highly respected and growing firm of Chartered Accountants seeking to appoint an experienced Personal Tax Manager to join their established tax team.

This isan excellent opportunity for a tax professional looking to take ownership of a diverse portfolio of private clients, trusts and estates whilst enjoying genuine progression opportunities within a supportive and flexible working environment. The successful individual will play a key role in delivering both compliance and advisory services to a varied client base, including high-net-worth individuals, directors and owner-managed business owners.

The Role

As Personal Tax Manager, you will be responsible for managing a portfolio of private clients and acting as their primary point of contact for all personal tax matters. You will oversee compliance work, provide technical guidance and support the continued development of junior members of the tax team.

• Managing a portfolio of personal tax clients, including high-net-worth individuals, trusts and estates
• Acting as the principal point of contact for clients, trustees and professional advisers
• Overseeing the preparation and review of personal tax, trust and estate tax returns
• Managing trust and estate compliance obligations, including income tax, capital gains tax and inheritance tax matters
• Identifying tax planning opportunities and assisting with advisory projects
• Dealing with HMRC correspondence, enquiries and disclosures
• Providing technical guidance to clients and colleagues on personal tax, trust and estate matters
• Supervising, mentoring and reviewing the work of junior tax team members
• Ensuring all compliance deadlines are met whilst maintaining high technical standards

About You

• CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience
• Strong experience gained within a UK accountancy practice or specialist tax practice
• Excellent technical knowledge of UK personal tax, trusts and estate taxation and inheritance tax
• Experience managing a personal tax client portfolio
• Previous experience supervising and developing junior staff
• Excellent communication and relationship management skills
• Strong organisational skills with the ability to manage multiple deadlines effectively
• Familiarity with tax software including CCH, IRIS, TaxCalc or similar packages

What's On Offer

• Salary of £50,000 - £60,000
• Hybrid and flexible working arrangements
• 25 days annual leave plus bank holidays
• Holiday purchase scheme
• Paid overtime
• Group income protection scheme
• Ongoing professional development and technical training
• Genuine career progression opportunities
• Ultra modern, supportive and collaborative working environment

If you are an experienced Personal Tax professional seeking a role offering autonomy, client exposure and excellent long-term development prospects, we would be delighted to hear from you.