Private Client Tax Manager
Location: St Albans
Working pattern: Hybrid
Employment type: Permanent
The opportunity
A respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team.
You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession.
The role offers strong client contact, varied advisory work and clear progression opportunities.
Key responsibilities
- Manage a portfolio of private clients, trusts and estates.
- Review personal, trust and estate tax returns.
- Advise on IHT, CGT, succession and estate planning.
- Support executors, trustees and professional advisers.
- Deal with HMRC enquiries, clearances and correspondence.
- Attend client meetings and provide practical advice.
- Manage deadlines, budgets and billing.
- Review work and support junior team members.
- Contribute to business development and team growth.
- Keep up to date with tax legislation and HMRC guidance.
The clients
You may work with:
- HNW individuals and families.
- Entrepreneurs and business owners.
- Trustees and executors.
- Family investment companies and family offices.
- UK and internationally connected clients.
- Clients with property, investment and business interests.
What we are looking for
Ideally, you will be ATT or CTA qualified, or have equivalent experience.
You should have:
- Strong private client tax experience.
- Good knowledge of personal tax, trusts, estates, IHT and CGT.
- Experience managing your own client portfolio.
- Strong communication and client management skills.
- Experience reviewing tax returns and computations.
- Good organisation and time-management skills.
- Experience supervising or mentoring junior colleagues.
- A practical and commercial approach.
Experience with international clients, trusts, estate administration, family investment companies or tax investigations would be useful.
What is on offer
- Salary of £70,000-£80,000.
- Hybrid and flexible working.
- Varied advisory work.
- Direct access to Partners and senior colleagues.
- Strong client contact.
- Professional development support.
- Clear progression towards Senior Manager or Director.
- A collaborative and professional environment.
How to apply
If you are an experienced Private Client Tax Manager looking for more advisory exposure and career progression, please get in touch for a confidential discussion.
DM me for further details or to arrange an initial conversation.
Private Client & Trust Manager - St Albans employer: Insite Public Practice Recruitment Limited Careers
Join a leading firm in Leatherhead, Surrey, where you will be part of an award-winning Private Client team dedicated to delivering exceptional service to high-net-worth individuals. With flexible working options, a supportive work culture, and ample opportunities for professional growth, this role not only offers competitive remuneration but also the chance to engage with complex tax issues and mentor junior staff, making it a truly rewarding career choice.
Contact Details:
Insite Public Practice Recruitment Limited Careers Recruitment Team
