Personal Tax manager

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 involves 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. The role will involve acting as the main point of contact for clients, providing technical guidance, managing deadlines, and supporting the development of junior team members.

This is a key role within the firm, offering responsibility, client exposure, and opportunities for progression.

Key Responsibilities

Client Portfolio Management

Manage a portfolio of personal tax clients, including high-net-worth individuals, directors, owner-managed business proprietors, trusts, and estates

Act as the main point of contact for clients, trustees, and professional advisers

Build and maintain strong client relationships, delivering a high standard of service

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

Ensure all statutory and internal deadlines are met and work is delivered efficiently and within budget

Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required

Person Specification

Essential

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

Excellent communication and interpersonal skills

Desirable

Experience working with high-net-worth individuals

Strong experience with trusts and estates, including IHT reporting

Experience supervising and developing junior staff

Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar