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- Tasks: Manage a diverse portfolio of personal tax clients and deliver high-quality service.
- 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 tax department and make a real impact in client advisory.
- Qualifications: CTA qualified with at least 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.
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!
Private Client Tax Manager in St Albans employer: Bennett & Game Recruitment Ltd.
Contact Detail:
Bennett & Game Recruitment Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in St Albans
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills and experience, especially those related to managing client portfolios and tax compliance. Confidence is key!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal and memorable.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and eager to join our team!
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: While technical skills are crucial, don’t forget to showcase your interpersonal and communication skills. We value high-quality service and proactive client management, so share examples of how you've excelled in these areas in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Bennett & Game Recruitment Ltd.
✨Know Your Stuff
Make sure you brush up on your tax knowledge, especially around personal tax clients and compliance. Familiarise yourself with HMRC deadlines and the specifics of IHT planning and residency matters. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience managing a diverse portfolio of clients. Be ready to share specific examples of how you've handled complex cases or provided exceptional service. This will help demonstrate your capability to take on the responsibilities of the Private Client Tax Manager role.
✨Ask Smart Questions
Come prepared with insightful questions about the firm's approach to client management and team development. This shows that you're thinking about how you can contribute to their growth and success, which is key for a role that involves collaboration and advisory projects.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values diversity and a good cultural fit, so being authentic can help you connect with the interviewers and leave a lasting impression.