At a Glance
- 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 family leave.
- Other info: Flexible hours, great career progression, and a supportive team environment.
- 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.
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!
- And much more.
Private Client Tax Manager - Hybrid, Flexible Hours, Growth employer: Bennett & Game Recruitment
Join a top 100 UK practice in St Albans as a Private Client Tax Manager, where flexibility and employee growth are at the forefront of our work culture. With hybrid working options, generous holiday allowances, and a commitment to professional development, we offer an environment that values diversity and collaboration, making it an excellent place for meaningful and rewarding employment.
Contact Details:
Bennett & Game Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Hybrid, Flexible Hours, Growth
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry 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 client management skills. Think of real-life examples where you've excelled in these areas, as they’ll help you stand out during those crucial conversations.
✨Tip Number 3
Showcase your personality! Employers want to see how you fit into their team culture. Be yourself during interviews and let your passion for tax and client service shine through. Remember, it’s not just about qualifications; it’s about being a great fit!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate and keeps everything in one place!
We think you need these skills to ace Private Client Tax Manager - Hybrid, Flexible Hours, Growth
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 align with 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 make you a great fit for us.
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 managed client relationships or collaborated with colleagues in your application. We love a team player!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we can't wait to hear from you!
How to prepare for a job interview at Bennett & Game Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax returns and compliance. Be ready to discuss specific cases you've handled and how you approached them, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Since this role involves being the main contact for clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any proactive measures you've taken to ensure client satisfaction.
✨Be Ready for Technical Questions
Expect some technical questions related to IHT planning, residency matters, and HMRC regulations. Practise explaining complex concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients who may not have a tax background.
✨Demonstrate Your Team Spirit
This practice values collaboration, so be prepared to discuss how you've contributed to team development in previous roles. Share examples of knowledge sharing or mentoring, and express your enthusiasm for working in a diverse and flexible environment.
