At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Respected accountancy practice in St Albans with a collaborative culture.
- Benefits: Competitive salary, hybrid working, professional development, and clear progression opportunities.
- Other info: Opportunity for career growth towards Senior Manager or Director roles.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: ATT or CTA qualified, with strong private client tax experience.
The predicted salary is between 70000 - 80000 £ per year.
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.
- #J-18808-Ljbffr
Private Client & Trust Manager - St Albans in Markyate employer: Insite Public Practice Recruitment Limited
Join a dynamic mid-tier accountancy and business advisory firm in Manchester, where you can elevate your career as a Senior Accountant. With a strong focus on professional development, collaborative culture, and meaningful client relationships, this role offers the chance to become a trusted adviser while enjoying hybrid working, competitive salary, and generous holiday allowances. Embrace the opportunity to grow your leadership skills in a supportive environment that values both personal and professional growth.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client & Trust Manager - St Albans in Markyate
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We think you need these skills to ace Private Client & Trust Manager - St Albans in Markyate
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