Tax Manager - Hybrid, Luton

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.

• 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.

• 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.

• 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.