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- Tasks: Manage a diverse portfolio of personal tax clients and provide expert advice.
- Company: Reputable accountancy practice with a focus on growth and client relationships.
- Benefits: Up to £62,000 salary, hybrid working, 25 days holiday, and life assurance.
- Other info: Opportunities for career progression and professional development.
- Why this job: Join a progressive firm and make a real impact in personal tax management.
- Qualifications: CTA or ACA/ACCA qualified with strong personal tax experience.
The predicted salary is between 51000 - 62000 £ per year.
A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression.
The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you.
Personal Tax Manager Job Responsibilities- Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers.
- Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects.
- Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations.
- Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met.
- Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance.
- Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team.
- Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training.
- Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives.
- 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 tax, trust, and estate taxation.
- Experience managing a personal tax and trust client portfolio.
- Strong organisational and time management skills.
- Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable.
- Salary ranging from 51,000 - 62,000 depending on experience.
- Flexible working, along with hybrid arrangements for qualified staff members.
- Annual leave starting at 25 days (plus statutory bank holidays).
- Holiday purchase scheme.
- We offer paid overtime - rare in our sector we know!
- A group income protection insurance scheme.
- Life assurance at four times basic annual salary.
- Auto enrolment pension scheme.
- Employee Assistance Programme for challenging situations whether they be personal or work related.
- Full study support for professional qualifications where relevant.
- Professional subscriptions fees paid.
- Onsite parking.
Personal Tax Manager: Hybrid, HNW Trusts & Estates in England employer: Bennett and Game Recruitment LTD
Contact Detail:
Bennett and Game Recruitment LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager: Hybrid, HNW Trusts & Estates in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute. Practise common interview questions and think of examples that showcase your skills in personal tax management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Personal Tax Manager: Hybrid, HNW Trusts & Estates in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Manager role. Highlight your expertise in personal tax, trusts, and estates, and don’t forget to mention any relevant software you’ve used!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax and how your experience aligns with our needs. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since this role involves managing a diverse portfolio of clients, make sure to highlight your experience in building strong client relationships and identifying tax planning opportunities. We want to see how you can add value!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of personal tax, trusts, and estates. Familiarise yourself with the latest legislation and HMRC guidelines. Being able to discuss recent changes or trends in the industry will show that you're not just qualified, but genuinely passionate about the field.
✨Showcase Your Client Management Skills
Since this role involves managing a diverse portfolio of clients, be prepared to share examples of how you've built strong client relationships in the past. Think about specific situations where you identified tax planning opportunities or successfully handled complex enquiries.
✨Demonstrate Leadership Potential
As a Personal Tax Manager, you'll likely lead and develop junior staff. Be ready to discuss your experience in mentoring or training others. Highlight any instances where you've taken the initiative to improve team workflows or enhance quality assurance processes.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax management and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career goals.