Personal Tax Manager

Position: Personal Tax Manager
Location: Luton
Package: Up to £62,000, Hybrid working, 25 days plus BH, life assurance, and much more
Working 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.

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