Mellis Blue is seeking a highly skilled and experienced Personal Tax Manager for our client based in Bedfordshire. This pivotal role involves managing a diverse portfolio of high-net-worth individuals, trusts, and estates, ensuring the delivery of exceptional personal tax compliance and advisory services. This role is based in Luton, and willl offer hybrid arrangements, and other excellent benefits 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. Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates 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 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 Experience working with high-net-worth individuals Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar
Head of Personal Tax - Flexible working in Watford employer: Mellis Blue Ltd
Join a reputable firm in Harrow that values professional growth and offers a supportive work culture. As a Semi Senior, you will benefit from ongoing training opportunities, a collaborative environment, and the chance to work on diverse client projects, making your role both meaningful and rewarding.