Job Description
Personal Tax Manager
Role OverviewManage a varied portfolio of private clients including high-net-worth individuals, trusts, and estates, delivering high-quality personal tax compliance and advisory services. You will act as the main client contact, provide technical guidance, manage deadlines, and support junior team development. This is a key role offering strong client exposure, responsibility, and progression opportunities.
Key Responsibilities
Client Portfolio Management• Manage a portfolio of personal tax clients (HNWIs, directors, OMBs, trusts, estates)• Act as main contact for clients, trustees, and advisers• Build strong relationships and deliver high service standards• Identify tax planning opportunities and support advisory projects
Personal Tax, Trusts & Estates Compliance• Oversee preparation and review of personal, trust, and estate tax returns• Manage compliance including income tax, CGT, and IHT reporting• Ensure deadlines are met and work delivered efficiently and within budget• Handle HMRC correspondence, including registrations, disclosures, and enquiries
Advisory & Technical• Provide input across personal tax, trusts, estates, CGT, IHT, and residency matters• Support trust and succession planning work• Research legislation and HMRC guidance• Keep up to date with tax changes and communicate impacts
Team Leadership• Supervise, mentor, and review work of junior staff• Provide clear feedback and support development• Assist with workflow planning and work allocation
Compliance & Quality• Ensure adherence to professional standards and firm procedures• Support quality initiatives and internal/external reviews• Maintain accurate records and documentation
Person Specification
Essential• CTA qualified, or ACA/ACCA with strong personal tax and trust experience• UK practice background• Strong knowledge of personal tax, trusts, and estates• Experience managing client portfolios• Strong organisational and communication skills
Desirable• HNWI experience• Trusts and estates expertise (including IHT)• Team supervision experience• Familiarity with software (CCH, IRIS, TaxCalc or similar)
What We Offer• Competitive salary• Hybrid and flexible working• Clear progression opportunities• Ongoing training and development• Supportive, collaborative environment
