Senior Personal Tax Lead: Planning, Compliance, Mentorship

• 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

Requirements

• Tax Manager CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax
• Experience in personal tax compliance and advisory, preferably within an accountancy 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 Answer Base, Tax Calc) 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

🔍 ATS Optimization Keywords
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Hard Skills

• personal tax compliance
• self-assessment returns
• CGT
• IHT
• trust taxation
• tax planning
• tax-efficient investment structures
• tax computations
• tax legislation
• analytical skills

Soft Skills

• problem-solving
• communication skills
• team leadership
• mentoring
• performance management
• professional development
• client collaboration
• training support
• time management
• confidentiality

Certifications & Qualifications

• CTA
• ATT