At a Glance
- Tasks: Manage personal tax clients and prepare accurate tax returns with international elements.
- Company: Top 100 UK practice in St Albans offering a hybrid work environment.
- Benefits: Competitive salary, generous holiday, pension scheme, and enhanced parental leave.
- Other info: Flexible working hours with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: CTA qualified with at least 4 years of private client experience.
The predicted salary is between 55000 - 70000 £ per year.
We are looking for a Private Client Tax Assistant Manager or Manager (depending on experience) to join a top 100 UK practice located in St Albans. This hybrid role offers full‑time or part‑time options with a core working window of 10am–4:30pm.
Responsibilities
- Manage a diverse portfolio of personal tax clients, primarily UK based with international elements such as 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 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 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 and contribute to team development through collaboration and knowledge sharing.
Requirements
- CTA qualified.
- Minimum of 4 years private client experience.
- Experience with CCH packages and SharePoint is advantageous.
- Excellent organisational, technical, interpersonal and communication skills.
Salary & Benefits
- Salary: £55,000‑£70,000 (higher for more senior managers), based on experience.
- 25 days holiday plus bank holidays, increasing up to 28 days with service.
- Salary sacrifice pension up to 5% and auto‑enrolment.
- Death in service: 4×salary.
- Enhanced maternity and paternity pay.
- Season ticket or car parking loan.
- Hybrid working – 60% office, 40% remote; core working hours with option for Friday afternoons off after contracted hours.
Private Client Tax Manager in St Albans employer: Bennett and Game Recruitment
Join a leading top 100 UK practice in St Albans as a Private Client Tax Manager, where you will thrive in a supportive and collaborative work culture that prioritises employee growth and well-being. Enjoy a competitive salary, generous holiday allowance, and flexible hybrid working options that allow for a healthy work-life balance, making this an excellent opportunity for professionals seeking meaningful and rewarding employment.
Contact Details:
Bennett and Game Recruitment Recruitment 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 field, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client base and recent projects. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Private Client Tax Manager. Highlight your skills in managing personal tax clients and any international elements you've handled.
✨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 the initiative to connect with us directly.
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 reflects the skills and experience mentioned in the job description. Highlight your private client experience and any relevant qualifications, like your CTA, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Tax Manager role. Share specific examples of your past work that align with our needs.
Showcase Your Communication Skills:As a day-to-day contact for clients, strong communication is key. In your application, demonstrate your interpersonal skills and how you've successfully managed client relationships in the past.
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’s super easy!
How to prepare for a job interview at Bennett and Game Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around UK tax laws and international elements. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence.
✨Client Communication is Key
Since you'll be the main contact for clients, practice how you communicate complex tax issues in a simple way. Think of examples where you've successfully managed client relationships and how you ensured high-quality service.
✨Show Your Organisational Skills
Prepare to discuss how you manage your workload and meet deadlines, especially with HMRC filings. Bring examples of how you've monitored budgets and billing in previous roles to demonstrate your organisational prowess.
✨Be Ready for Technical Questions
Expect some technical questions related to IHT planning, residency matters, and compliance work. Brush up on recent changes in tax legislation and be prepared to share your insights or experiences with HMRC enquiries.
