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Permanent

Personal Tax manager

Bedfordshire
money-bag 50000.00-50000.00 Annual
3116783042
Posted Yesterday

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 Personal Tax, Trusts, and Estates Compliance Oversee the preparation and review of personal tax returns, ..... full job details .....

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