Personal Tax Manager

Allstaff Recruitment; Greater London; On-site; GBP 51,000 - 61,000; Full time

Job summary

Allstaff Recruitment Ltd is recruiting a Personal Tax Manager for a permanent role in Luton. You will manage a portfolio of personal tax clients, act as the main contact for clients, trustees and professional advisors, and develop strong client relationships.

The position requires CTA or ACA/ACCA with significant personal tax and trust experience, plus solid knowledge of UK personal taxation and trust matters.

Qualifications

• CTA or ACA/ACCA with significant personal tax and trust experience.
• Experience in UK accountancy or tax practice.
• Strong knowledge of UK personal trust, estate taxation.

Responsibilities

• Manage a portfolio of personal tax clients.
• Main point of contact for clients, trustees and professional advisors.
• Build and maintain strong client relationships.
• Identify tax planning opportunities and assist Directors and Managers.
• Oversee preparation and review of personal tax returns, trust and estate tax returns.
• Handle HMRC correspondence and enquiries.
• Provide technical input on personal tax, trust and estate matters.
• Keep up to date with changes in tax legislation.
• Mentor Personal Tax Seniors and junior team members.
• Ensure compliance with professional standards and internal procedures.
• Maintain accurate records and documentation.

Skills

Client management

Communication

Time management

Mentoring

People leadership

Education

CTA or ACA/ACCA with significant personal tax and trust experience

Job description

We have an exciting opportunity for a Personal Tax Manager based in Luton for one of our clients on a Full time permanent basis.

Summary of the Personal Tax Manager role

Salary: £51,300 to £61,200

Location: Luton

Type of Contract: Permanent

Hours: Monday – Friday 9am-5pm

Responsibilities of the Personal Tax Manager

• Manage a portfolio of personal tax clients
• Act as the main point of contact for clients, trustees and professional advisors
• Build and maintain strong client relationships
• Identify tax planning opportunities and assist Directors and Managers
• Oversee the preparation and review of personal tax returns, trust and estate tax returns, and related compliance work
• Deal with HMRC correspondence and enquiries
• Provide technical input on a range of personal tax, trust, and estate matters
• Keep up to date with changes in tax legislation
• Manage, supervise, and mentor Personal Tax Seniors and junior team members
• Ensure compliance with professional standards, ethical requirements, and internal firm procedures
• Maintain accurate records and documentation

Requirements for a successful Personal Tax Manager

• 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 trust, trust, and estate taxation
• Experience managing a personal tax and trust client portfolio
• Organisational and time management skills
• Excellent communication skills

What our Client offers

• Clear career progression and development opportunities
• Ongoing technical and professional training
• Supportive and collaborative working environment