Personal Tax manager

Feedback form

What are you primarily looking for

Training

Jobs

Apprenticeships

Browsing

Thank you, we have a career assistant 'Aisha' which can help you consider roles that value your experience.

No worries — lots of people start here. Aisha can help you find the training you need and get you job-ready.

“Thanks for letting us know. You can continue exploring without training support.”

“Don’t let cost stop you. There is support available to help with training and financial resilience. Please visit: www.lutonsupportingyou.co.uk'

“Looks like that provider isn’t nearby. Have you considered distance-learning opportunities instead.”

“We respect that you may have other priorities. Please do come back if your situation changes.”

Thank you, we have a career assistant 'Aisha' which can help you consider roles that value your experience

No worries — lots of people start here. Aisha can help you find the training you need and get you job-ready

“Thanks for letting us know. You can continue exploring the page without support.”

“It’s okay to ask for help. We will redirect you to a page that can support you"

“Understood. You can continue exploring opportunities at your own pace.”

“Salary is an important factor. Here are alternative jobs with different pay ranges.”

“You can get support with confidence, CV writing and job readiness through Seacole Academy. You will be redirected to their page for support."

“No problem — here are other opportunities that might suit you better.”

No worries — lots of people start here. Aisha can help you find the skills you need and get you job-ready

“Not every opportunity is the right fit. Here are other options you may prefer.”

“Salary is an important factor. Here are alternative opportunities with different pay ranges.”

“We respect that you may have other priorities. Please do come back if your situation changes.”

Feedback

I have read and agree to the Privacy Policy

This role of persoanl tax managerinvolves managing a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, and to oversee the delivery of high-quality personal tax compliance and advisory services. The role will involve acting as the main point of contact for clients, providing technical guidance, managing deadlines, and supporting the development of junior team members.

This is a key role within the firm, offering responsibility, client exposure, and opportunities for progression.

Key Responsibilities

Client Portfolio Management

Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates
Act as the main point of contact for clients, trustees, and professional advisers
Build and maintain strong client relationships, delivering a high standard of service
Identify tax planning opportunities and assist Directors and Managers with advisory and trust-related projects

Personal Tax, Trusts, and Estates Compliance

Oversee the preparation and review of personal tax returns, trust and estate tax returns, and related compliance work
Manage compliance obligations for trusts and estates, including income tax, capital gains tax, and inheritance tax reporting
Ensure all statutory and internal deadlines are met and work is delivered efficiently and within budget
Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required