Tax Manager - Personal Tax

Insite US; Oakley; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Insite US in Bedforshire is seeking an experienced Personal Tax Manager to join a hybrid, client-facing team. You will manage a varied portfolio of private clients, including HNW individuals, directors and business owners, overseeing personal tax compliance and advisory work.

The role emphasizes reviewing tax returns, identifying planning opportunities, and providing guidance to junior staff within a growing practice. A UK practice background and ACA/ACCA/CTA qualification are required.

Qualifications

• Experience in managing a portfolio of private clients with high-net-worth individuals.
• Strong technical knowledge across personal tax, trusts and estates.
• Excellent client management and communication skills.

Responsibilities

• Managing a varied portfolio of private clients including HNW individuals, directors, business owners, trusts and estates.
• Overseeing personal, trust and estate tax compliance.
• Reviewing tax returns and ensuring high-quality delivery of work.
• Advising clients on CGT, IHT, income tax and trusts.

Skills

Client relationship management

Tax advisory

Tax compliance

HNW tax

Education

ACA/ACCA/CTA qualification

Job description

Location: Bedforshire
Working pattern: Hybrid

A well-established and growing accountancy practice is looking to add an experienced Personal Tax Manager to its team.

This is a client-facing role working with a broad portfolio of HNW individuals, business owners, trusts and estates, with a good mix of compliance and advisory work.

Your responsibilities will include:

• Managing a varied portfolio of private clients, including HNW individuals, directors, business owners, trusts and estates
• Overseeing personal, trust and estate tax compliance
• Reviewing tax returns and supporting the delivery of work to a high standard
• Advising clients across areas including CGT, IHT, income tax and trusts
• Identifying tax planning and advisory opportunities
• Acting as a trusted point of contact for clients and other professional advisers
• Managing HMRC correspondence, enquiries and disclosures where required
• Supporting more senior colleagues with trust, estate and succession planning work
• Reviewing work and providing guidance to more junior members of the team
• Helping with workflow planning and the development of the wider team

What they're looking for

The ideal candidate will have:

• ACA, ACCA or CTA qualification
• Strong UK practice experience within personal tax
• Proven experience managing a portfolio of private clients
• Good technical knowledge across personal tax, trusts and estates
• Experience working with HNW individuals and/or business owners
• Previous experience reviewing or supervising junior staff
• Strong communication and client management skills

Why consider it?

This is a good opportunity for someone looking to take greater ownership of their clients while continuing to develop their advisory and technical experience.

You’ll have exposure to complex private client work, a supportive team structure, and the opportunity to progress your career within a growing practice.