Tax Manager

Tax Manager - Hybrid working
Personal Tax
Luton, Bedfordshire£Competitive salary

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.

Responsibilities:

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.

RequirementsTax Manager

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.

BenefitsTax Manager

Hybrid and flexible working

Plenty of free on site parking

Paid overtime

Involvement in charity and community projects

Strong growth plans over the next five years, being led by the Director hiring for this role

Please contact Andy Irvine on (phone number removed)

Andrew Irvine | LinkedIn for a confidential conversation. 

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