Private Client Tax Manager

Job Title: Private Client Tax Manager - open to a Senior Tax Manager dependent on experience

Location: St Albans, Hertfordshire

Salary: £65,000 - £80,000 + Benefits!

About the Role:

You'll be responsible for both compliance and advisory work, developing client relationships, and mentoring junior team members. You'll have the opportunity to have access to a diverse client base, primarily consisting of HNWIs including sole-traders and partnerships. While most clients are UK resident, you'll also handle non-resident and non-domiciliary issues, particularly planning for individuals moving to and from the UK.

Key Responsibilities:

• Oversee all aspects of income tax (including National Insurance) and capital gains tax
• Review Self-Assessment tax returns prepared by team members before client approval and electronic filing
• Assist partners in delivering high-value advisory services, including preparing reports on inheritance tax planning, residence issues, UK trusts and business structure recommendations
• Handle correspondence with HMRC for s9A enquiries
• Prepare and attend meetings with existing and potential clients
• Set budgets for follow-up work and ensure timely completion within budget
• Bill clients quarterly, including making reserves and communicating billing concerns to partners
• Monitor personal time budgets and chargeability
• Contribute to departmental management meetings
• Network at events for business development
• Train and supervise junior staff members

The Individual:

• CTA qualified
• Strong client-facing experience with confidence in client meetings and regular communications
• Self-motivated with the ability to work independently without supervision
• Proficient computer skills including sound knowledge of Word, Excel, and CCH packages
• Effective people management capabilities
• Commercial awareness
• Excellent written and verbal communication skills