Job Description
Tax Manager - Hybrid working
Personal Tax
Luton, Bedfordshire
£Competitive salary
The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting to the Head of Personal Tax, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self‑assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm’s reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a commitment to professional development, contributing directly to the firm’s growth and service innovation in personal tax advisory.
Responsibilities
- 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.
- Contribute to business development through client proposals, presentations, and thought leadership content.
Requirements
- Professional tax qualification such as CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax.
- Minimum 5 years of progressive experience in personal tax compliance and advisory, preferably within a professional services 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.
- Willingness to travel to client sites or office locations as required.
Benefits
- Flexible working, including hybrid arrangements
- 25 days annual leave plus bank holidays
- Holiday purchase scheme
- Company pension scheme
- Life assurance at four times salary
- Group income protection insurance
- Employee Assistance Programme
- Full study support for professional qualifications
- Structured training and career development
- On site parking / free parking
- Work from home options
