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- Tasks: Manage a diverse portfolio of personal tax clients and provide high-quality advisory services.
- Company: Top 100 UK practice known for its diverse and flexible work culture.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and enhanced parental leave.
- Other info: Flexible hours with the option to take Friday afternoons off!
- Why this job: Join a growing team and make a real impact in the tax department.
- Qualifications: CTA qualified with at least 4 years of private client experience.
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.
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.
Private Client Tax Manager in St Albans employer: Bennett and Game Recruitment LTD
Contact Detail:
Bennett and Game Recruitment LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in St 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 hunt for a Private Client 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 recent tax changes. Be ready to discuss how you’ve managed client portfolios and handled compliance issues. Show them you’re not just a number cruncher but a strategic thinker!
✨Tip Number 3
Don’t forget to showcase your soft skills! Communication and interpersonal skills are key in this role. Share examples of how you’ve built relationships with clients and worked collaboratively with teams to solve complex tax issues.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re all about making the process smooth and straightforward, so take advantage of our platform to get your application in front of the right people.
We think you need these skills to ace Private Client Tax Manager in St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client 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 Soft Skills: In addition to technical skills, we value excellent interpersonal and communication skills. Make sure to include examples of how you've successfully interacted with clients or collaborated with colleagues in your application. This will help us see you as a great fit for our team culture!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows 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 tax knowledge, especially around personal tax returns and compliance. Familiarise yourself with HMRC deadlines and any recent changes in tax legislation that could affect your clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to communicate effectively and deliver high-quality service, as this role requires being the main contact for clients.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Practice explaining complex tax concepts clearly and concisely, as you'll need to demonstrate your expertise in areas like IHT planning and UK residency matters.
✨Demonstrate Team Collaboration
This role involves working closely with managers and partners, so be prepared to discuss how you've contributed to team projects in the past. Share examples of how you've collaborated and shared knowledge to achieve common goals.