Private Client & Trust Manager
Job in
St Albans, Hertfordshire, AL1, England, UK
Listed on 2026-09-13
Listing for:
Insite Public Practice Recruitment Limited
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Tax Manager, Tax Advisor, Financial Compliance, Wealth Management
Job Description & How to Apply Below
Private Client Tax Manager
Location: St Albans
Working pattern: Hybrid
Employment type: Permanent
A respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team.
You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession.
The role offers strong client contact, varied advisory work and clear progression opportunities.
Key responsibilities- Manage a portfolio of private clients, trusts and estates.
- Review personal, trust and estate tax returns.
- Advise on IHT, CGT, succession and estate planning.
- Support executors, trustees and professional advisers.
- Deal with HMRC enquiries, clearances and correspondence.
- Attend client meetings and provide practical advice.
- Manage deadlines, budgets and billing.
- Review work and support junior team members.
- Contribute to business development and team growth.
- Keep up to date with tax legislation and HMRC guidance.
You may work with:
- HNW individuals and families.
- Entrepreneurs and business owners.
- Trustees and executors.
- Family investment companies and family offices.
- UK and internationally connected clients.
- Clients with property, investment and business interests.
Ideally, you will be ATT or CTA qualified, or have equivalent experience.
You should have:
- Strong private client tax experience.
- Good knowledge of personal tax, trusts, estates, IHT and CGT.
- Experience managing your own client portfolio.
- Strong communication and client management skills.
- Experience reviewing tax returns and computations.
Good organisation and time-management skills. - Experience supervising or mentoring junior colleagues.
- A practical and commercial approach.
Experience with international clients, trusts, estate administration, family investment companies or tax investigations would be useful.
What is on offer- Salary of £70,000-£80,000
. - Hybrid and flexible working.
- Varied advisory work.
- Direct access to Partners and senior colleagues.
- Strong client contact.
- Professional development support.
- Clear progression towards Senior Manager or Director.
- A collaborative and professional environment.
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