Private Client Tax Manager

Salary: GBP
55000 - GBP
70000 per annum

Private Client Tax Assistant Manager or Manager (dependant on experience)

St Albans (hybrid)

£55,000-£70,000 (higher DOE), hybrid working, 25 days hol + BH, and much more!

Full time or Part time, Monday – Friday, 37.5 hours, core hours: 10am - 4:30pm

A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026.

Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don’t want to miss.

• Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures.
• Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines.
• Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively.
• Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters.
• Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets.
• Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work.
• Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions.
• Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing.

• Minimum requirement to be CTA qualified.
• Must have a minimum of 4 years private client experience.
• Experience in CCH packages and SharePoint is advantageous.
• Excellent organisational, technical, interpersonal, and communication skills.

• Salary is flexible depending on experience, ranging from £55k-70k (higher for more senior managers).
• 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days.
• Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay.
• Season ticket loan or car parking loan.
• Hybrid working – 60% office, 40% remote.
• Core working hours, and if you’ve hit your contracted hours, you can take Friday afternoons off!
• And much more.