Private Client Tax Manager Location: St Albans Salary: £70,000-£85,000, depending on experience Working pattern: Hybrid Employment type: Full-time The opportunity We are working with a well-established accountancy and advisory firm in St Albans that is looking to appoint an experienced Private Client Tax Manager . This is an excellent opportunity for a technically strong tax professional who enjoys working closely with high-net-worth and ultra-high-net-worth individuals, trusts, estates and family groups. The role offers genuine advisory exposure, direct client contact and a clear route towards Director. You will join a collaborative private client team advising clients on a broad range of personal and trust tax matters. The firm has a strong reputation for delivering high-quality, commercially focused advice and building long-term client relationships. The role As Private Client Tax Manager, you will: Manage a portfolio of high-net-worth and ultra-high-net-worth private clients. Advise individuals, families, trustees, executors and family investment structures. Oversee the preparation and review of personal, trust and estate tax returns. Provide advice on income tax, capital gains tax, inheritance tax and trust taxation. Advise on estate planning, succession planning and family wealth structures. Support clients with tax-efficient remuneration, investments and disposals. Assist with inheritance tax planning and the administration of estates. Review complex tax computations, returns and advisory work prepared by the team. Manage a range of advisory projects from initial scoping through to completion. Build strong, trusted relationships with clients and their wider professional advisers. Work closely with partners, directors, lawyers, investment managers and other specialists. Identify opportunities to provide additional value and support business development activity. Supervise, coach and develop junior members of the private client tax team. Contribute to the continued growth and development of the private client offering. The clients You will work with a varied portfolio that may include: High-net-worth and ultra-high-net-worth individuals. Entrepreneurs, business owners and senior executives. Family groups and family investment companies. Trusts and trustees. Estates and executors. Non-domiciled and internationally connected individuals. Clients with complex investment, property and business interests. About you You will ideally be: CTA qualified, or qualified by experience. An experienced Private Client Tax Manager, Assistant Manager or Senior Manager. Experienced in advising high-net-worth individuals, trusts and estates. Technically strong across personal tax, capital gains tax and inheritance tax. Comfortable handling complex advisory work and managing client relationships. Commercially aware, with the ability to understand clients' wider objectives. Confident communicating with clients and professional advisers. Experienced in reviewing work and supporting the development of junior colleagues. Organised, proactive and able to manage competing deadlines. Interested in progressing towards a Director-level position. Experience with trusts, estates, family investment companies, international tax matters or non-domiciled clients would be advantageous. What is on offer Salary of £70,000-£85,000 , depending on experience. Genuine advisory exposure across a sophisticated private client portfolio. A clear and supported route towards Director. The opportunity to work with HNW and UHNW individuals, trusts, estates and family groups. A varied role with significant client contact and responsibility. Supportive leadership and a collaborative working environment. Ongoing technical, professional and career development. Hybrid working and a strong work-life balance. The opportunity to play a key role in the continued growth of the private client team. How to apply If you are an experienced Private Client Tax Manager looking for a role with greater advisory responsibility and a clear route towards Director, we would be pleased to hear from you. Apply now or contact us for a confidential discussion about the opportunity.
Private Client Tax Manager/ Senior Manager 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.
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Insite Public Practice Recruitment Limited Recruitment Team
