Mellis Blue
Personal Tax manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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 will offer hybrid arrangements, and other excellent benefits.
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Personal Tax, Trusts, and Estates Compliance
- 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Person Specification
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
Desirable
- 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location