At a Glance
- Tasks: Manage personal tax clients and ensure compliance with HMRC deadlines.
- Company: Top 100 UK practice known for diversity and flexibility.
- Benefits: Competitive salary, hybrid working, 25+ days holiday, and pension scheme.
- Other info: Flexible hours and opportunities for career progression.
- Why this job: Join a growing team and make a real impact in personal tax management.
- Qualifications: CTA qualified with 4+ years of private client experience.
The predicted salary is between 55000 - 70000 £ per year.
A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice prides itself 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.
Private Client Tax Manager Job Responsibilities- 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.
Personal Tax Manager in Saint Albans employer: Bennett and Game Recruitment LTD
Join a top 100 UK practice in St Albans, where we pride ourselves on our diverse and flexible work culture. With competitive salaries, generous holiday allowances, and opportunities for professional growth, we are committed to supporting our employees' career development while ensuring a healthy work-life balance through hybrid working arrangements. This is an excellent opportunity for those looking to make a meaningful impact in the personal tax sector.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Saint Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've excelled in these areas, as they’ll help you stand out during the interview process.
✨Tip Number 3
Showcase your personality! Employers want to see how you fit into their team. Be genuine, enthusiastic, and ready to discuss how your values align with the company’s culture. Remember, it’s not just about your qualifications!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Personal Tax Manager in Saint Albans
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Manager role. Highlight your relevant experience, especially in managing personal tax clients and any advisory projects you've worked on. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your CTA qualification and any specific experiences that relate to the job description.
Showcase Your Communication Skills:As a Personal Tax Manager, you'll be the main contact for clients. Make sure your application reflects your excellent communication skills. Whether it's through your CV or cover letter, let us know how you handle client interactions and correspondence.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our fantastic team!
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around compliance and advisory work. Be ready to discuss specific cases you've handled, particularly those involving non-UK trusts or residency matters, as this will show your expertise.
✨Showcase Your Client Management Skills
Since you'll be the main contact for clients, prepare examples of how you've delivered high-quality service in the past. Think about times when you proactively handled client correspondence or coordinated follow-up actions effectively.
✨Familiarise Yourself with Tools
If you have experience with CCH packages and SharePoint, make sure to mention it! If not, do a bit of research on these tools so you can speak confidently about how you would use them in your role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's growth plans for their tax department or how they support team development. This shows your interest in the role and helps you gauge if it's the right fit for you.
