Private Client Tax Manager

Overview

We are looking for a Private Client Tax Assistant Manager or Manager (depending on experience) to join a top 100 UK practice located in St Albans. This hybrid role offers full‑time or part‑time options with a core working window of 10am–4:30pm.

• Manage a diverse portfolio of personal tax clients, primarily UK based with international elements such as 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 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 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 and contribute to team development through collaboration and knowledge sharing.

• CTA qualified.
• Minimum of 4 years private client experience.
• Experience with CCH packages and SharePoint is advantageous.
• Excellent organisational, technical, interpersonal and communication skills.

• Salary: £55,000‑£70,000 (higher for more senior managers), based on experience.
• 25 days holiday plus bank holidays, increasing up to 28 days with service.
• Salary sacrifice pension up to 5% and auto‑enrolment.
• Death in service: 4×salary.
• Enhanced maternity and paternity pay.
• Season ticket or car parking loan.
• Hybrid working – 60% office, 40% remote; core working hours with option for Friday afternoons off after contracted hours.