At a Glance
- Tasks: Manage personal tax clients, prepare returns, and support advisory projects.
- Company: Located in St Albans, this firm offers a hybrid working model.
- Benefits: Enjoy 25 days holiday plus bank holidays and enhanced maternity/paternity pay.
- Other info: Experience with CCH packages and SharePoint is advantageous.
- Why this job: Join a team focused on high-quality client service and diverse tax matters.
- Qualifications: Must be CTA qualified with at least 4 years of private client experience.
The predicted salary is between 55000 - 70000 £ per year.
Location: St Albans (hybrid)
Package: £55,000-£70,000 (higher for more experienced), 25 days holiday + bank holidays, plus many additional benefits.
Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours 10am – 4:30pm.
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.
Requirements
- Minimum requirement: CTA qualified.
- At least 4 years of private client experience.
- Experience with CCH packages and SharePoint (advantageous).
- Excellent organisational, technical, interpersonal and communication skills.
Salary & Benefits
- Salary flexible based on experience, ranging from £55,000 to £70,000 (higher for senior managers).
- 25 days holiday plus bank holidays, increasing with years of service up to 28 days.
- Salary sacrifice pension up to 5%; auto‑enrolment into pension; death-in-service benefits of 4× salary.
- Enhanced maternity and paternity pay.
- Season ticket loan or car parking loan.
- Hybrid working – 60% office, 40% remote; core working hours, and if contracted hours are met, option to take Friday afternoons off.
Personal Tax Manager in St Albans employer: Bennett and Game Recruitment
This St Albans-based firm provides a competitive salary of £55,000-£70,000 and a hybrid work environment. The team values collaboration and knowledge sharing, ensuring professional growth and development.
Contact Details:
Bennett and Game Recruitment Recruitment Team
We think you need these skills to ace Personal Tax Manager in St Albans
Personal Tax Compliance
Client Management
Tax Return Preparation
HMRC Regulations
Advisory Project Support
Interpersonal Skills
Technical Research
