Personal Tax Manager

Position: Personal Tax ManagerLocation: LutonPackage: Up to £62,000, Hybrid working, 25 days plus BH, life assurance, and much moreWorking Hours: Full time, Mon-Fri, 9am-5pm

A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression

The role is paying up to £62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you

Personal Tax Manager Job Responsibilities

• Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers
• Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects
• Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations
• Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met
• Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance
• Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team
• Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training
• Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives

Personal Tax Manager Job Requirements

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

Personal Tax Manager Salary & Benefits

• Salary ranging from £51,000 - £62,000 depending on experience
• Flexible working, along with hybrid arrangements for qualified staff members
• Annual leave starting at 25 days (plus statutory bank holidays)
• Holiday purchase scheme
• We offer paid overtime - rare in our sector we know!
• A group income protection insurance scheme
• Life assurance at four times basic annual salary
• Auto enrolment pension scheme
• Employee Assistance Programme for challenging situations whether they be personal or work related
• Full study support for professional qualifications where relevant
• Professional subscriptions fees paid
• Onsite parking

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.