Personal Tax Manager Hybrid, Bedfordshire
Job Summary
- Lead end-to-end preparation and review of complex personal tax returns including self-assessment CGT IHT and ATED filings.
- Deliver strategic tax planning advice to high-net-worth clients covering trusts gift planning and tax-efficient investment structures.
- Supervise and mentor a team of tax professionals ensuring adherence to quality standards deadlines and compliance protocols.
- Conduct thorough technical reviews of tax computations and supporting documentation in line with HMRC guidance and case law.
- Collaborate directly with clients and external advisors (e.g. solicitors accountants financial planners) to gather data and deliver actionable tax solutions.
- Monitor and respond to changes in tax legislation HMRC updates and emerging trends integrating insights into practice and client advice.
- Develop and refine internal tax policies templates and workflows to improve efficiency consistency and scalability.
- Serve as a subject matter expert supporting training programs and knowledge-sharing initiatives across the department.
- Ensure timely submission of all tax filings and manage HMRC correspondence queries and appeals effectively.
- CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician) with a proven track record in personal tax.
- Experience in personal tax compliance and advisory preferably within an accountancy firm.
- Demonstrated expertise in preparing and reviewing self-assessment returns CGT IHT and trust taxation.
- In-depth knowledge of HMRC regulations including PAYE dividend taxation and anti-avoidance rules (e.g. TCGA 1992 IHTA 1984).
- Exceptional analytical problem-solving and communication skills with the ability to simplify complex tax concepts for clients.
- Experience leading teams including performance management mentoring and professional development planning.
- Proficiency in tax software (e.g. Thomson Reuters Checkpoint CCH AnswerBase TaxCalc) and advanced Excel skills.
- Ability to manage multiple deadlines under pressure while maintaining accuracy and confidentiality.
- Commitment to ongoing CPD and adherence to ICAEW or ICAH professional conduct standards.
- Competitive salary based on experience
- Flexible working and work life balance
- Friendly and supportive team environment
- Ongoing training and professional development
- Study support for ACCA ACA or AAT
- Clear progression opportunities within the firm
- Exposure to a varied client portfolio
- Modern office and systems
- Regular team socials and events
- Pension scheme
- Paid holiday plus bank holidays
- On site parking or easy local access
Required Skills:
Private Client Tax Experience in personal tax advisory. Experience in a firm providing advisory services to complex clients including international clients HNWIs and non-UK domiciled individuals. Expertise in Inheritance Tax (IHT) Capital Gains Tax (CGT) and cross-border tax matters including domicile remittance basis and international tax considerations. Team player and able to support colleagues Strong knowledge of trust structures lifetime gifts and estate planning strategies. Proven ability to manage multiple client engagements efficiently with precision and attention to detail. Excellent communication and interpersonal skills with the ability to simplify complex tax concepts for non-specialist clients. Track record in client relationship management business development and team leadership. Proficiency in tax software and productivity tools with a commitment to ongoing professional development.
Required Education:
CTA ATT ACCA ACA