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

• 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

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

• 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

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