At a Glance
- Tasks: Lead personal tax compliance and strategic planning for high-net-worth clients.
- Company: Dynamic accountancy practice in Bedfordshire with a supportive team culture.
- Benefits: Competitive salary, flexible working, ongoing training, and clear progression opportunities.
- Other info: Join a friendly team with regular socials and a modern office environment.
- Why this job: Make a real impact in personal tax while developing your leadership skills.
- Qualifications: CTA or ATT qualified with experience in personal tax compliance and advisory.
Tax Manager - Hybrid working, Bedfordshire
Personal Tax
Salary up to £60,000
Are you a Tax Manager looking for a new challenge? Do you have a background working as a Tax Manager in public practice? If so, I want to hear from you! We are proud to partner with an outstanding accountancy practice in Bedfordshire who are looking to hire a top quality Tax Manager to their team.
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 into the Tax Director, 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.
RequirementsTax Manager
- 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.
BenefitsTax Manager
- 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
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Personal Tax Manager - Hybrid, Bedfordshire employer: TPF Recruitment
TPF Recruitment is an exceptional employer, offering a supportive and friendly work environment in Sevenoaks, Kent, where you can thrive both professionally and personally. With clear pathways to partnership and a competitive salary alongside a comprehensive benefits package, employees are encouraged to grow and develop their careers while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Hybrid, Bedfordshire
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as TPF Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager - Hybrid, Bedfordshire
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch TPF Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at TPF Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for TPF Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within TPF Recruitment. It helps to show our commitment!
