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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and oversee tax compliance work.
- Company: Join Mercer & Hole, a top 40 accountancy firm with a friendly, supportive culture.
- Benefits: Enjoy a full-time role with opportunities for professional growth and networking.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Must be CTA qualified with at least 5 years of private client tax experience.
- Other info: Work in a vibrant office environment in St Albans, with a focus on teamwork.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Private Client Tax Manager/Senior Manager
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Private Client Tax Manager/Senior Manager
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Role purpose
This is an opportunity to join a dynamic tax team in our St Albans office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff.
Role purpose
This is an opportunity to join a dynamic tax team in our St Albans office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff.
The client base consists mainly of HNWIs including sole-traders and partnerships. Although the majority of our clients are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. We also have a number of clients who are beneficiaries of UK and non-UK trusts.
Key Responsibilities
- Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
- Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
- Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
- Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
- Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
- Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
- Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
- Promptly dealing with routine post received in connection with those clients.
- Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines – working without supervision and to show initiative in dealing with clients’ affairs.
- Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
- Responsible for monitoring own time budgets and chargeability.
- Attendance and contribution at internal departmental management meetings.
- Networking at events for business development.
Equipment used
- Use of computer CCH packages and SharePoint.
Qualifications/education Required
- Minimum requirement to be CTA qualified and have 5 years’ private client tax experience
Particular Aptitudes / Skills Required
- Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
- Good organisational skills will be required to organise their own work to ensure that all deadlines are met.
- Ability to work independently without the need for supervision, and able to show initiative in dealing with clients’ affairs and monitoring their own time budgets.
- Good computer skills including a sound knowledge of Word & Excel are required.
- People management skills
- Commercial awareness
About Mercer & Hole
Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning.
The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street.
We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.
We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.
The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.
Making a difference
People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.
We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.
Our experienced team can provide expert help in the following areas:
- Audit and Accounting (note, audit services not provided to listed entities)
- Tax compliance and advisory
- Business and strategic advice
- VAT including partial exemption issues
- Virtual Finance, including bookkeeping, management accounting, financial modelling and payroll
- “World Class Finance” – review of financial processes and controls, including improvement recommendations and implantation guidance
- Regulatory returns
- Valuation services
- Merger and acquisition support and advice (including Financial Due Diligence)
- Private client services and exit strategy planning
- Raising finance
We really want to attract and retain individuals who share our Values:
Together
The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.
Resilient
Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.
Understanding
Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.
Supportive
We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.
Thrive!
We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
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Job function
Finance and Sales
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Industries
Accounting
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Private Client Tax Manager/Senior Manager employer: Mercer & Hole
Contact Detail:
Mercer & Hole Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager/Senior Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals. Attend relevant events and seminars to make connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance issues affecting private clients in the UK. Being well-versed in current legislation will demonstrate your expertise and commitment to potential employers.
✨Tip Number 3
Showcase your client-facing experience by preparing examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax issues clearly and effectively.
✨Tip Number 4
Research Mercer & Hole's values and culture thoroughly. Tailor your approach to align with their emphasis on teamwork, resilience, and client care, which will help you stand out as a candidate who fits their ethos.
We think you need these skills to ace Private Client Tax Manager/Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax management. Focus on your qualifications, such as being CTA qualified, and detail your experience with HNWIs, compliance work, and any specific tax issues you've handled.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Mercer & Hole. Mention how your skills align with their values, such as teamwork and client care, and provide examples of how you've successfully managed client portfolios in the past.
Showcase Relevant Skills: Highlight your organisational skills and ability to work independently. Provide examples of how you've met deadlines and managed your time effectively in previous roles, especially in client-facing situations.
Prepare for Potential Questions: Think about common interview questions related to tax compliance and advisory work. Be ready to discuss your approach to dealing with complex tax issues and how you ensure high standards of client care.
How to prepare for a job interview at Mercer & Hole
✨Know Your Tax Regulations
Make sure you're up to date with the latest tax regulations, especially those affecting high-net-worth individuals. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to the field.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax issues clearly and effectively, as this is crucial for the role.
✨Showcase Your Organisational Skills
Be ready to discuss how you prioritise tasks and manage deadlines. The role requires excellent organisational skills, so provide specific examples of how you've handled multiple projects simultaneously.
✨Prepare for Technical Questions
Expect technical questions related to income tax, capital gains tax, and inheritance tax. Brush up on these topics and be prepared to explain your thought process when solving tax-related problems.
