Personal Tax Manager

Allstaff; Luton; On-site; GBP 51,000 - 61,000; Full time

Job summary

Allstaff is seeking a Personal Tax Manager based in Luton on a full-time permanent basis. You will manage a portfolio of personal tax clients, acting as the main contact for clients, trustees and professional advisors.

You will lead on tax planning opportunities, oversee the preparation and review of personal tax, trust and estate tax returns, and mentor junior team members, ensuring compliance with professional standards and internal procedures.

Qualifications

• CTA or ACA/ACCA with substantial personal tax and trust experience.
• Strong UK personal tax, trust and estate knowledge.
• Experience managing a personal tax and trust client portfolio.

Responsibilities

• Manage a portfolio of personal tax clients.
• Act as main 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.
• 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.

Skills

Client relationship management

Communication skills

Time management

Mentoring

Tax technical knowledge

Education

CTA or ACA/ACCA

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