Job Description
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 in St Albans 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
