At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver high-quality service.
- Company: Top 100 UK practice known for its diverse and flexible work culture.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and enhanced parental leave.
- Other info: Flexible hours with the option to take Friday afternoons off!
- Why this job: Join a growing team and make a real impact in the tax department.
- Qualifications: CTA qualified with at least 4 years of private client experience.
The predicted salary is between 55000 - 70000 £ per year.
A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager or Manager. This practice prides itself on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026.
Within this role, you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits and a lot of progression, this is a role you don't want to miss.
Private Client Tax Manager Job Responsibilities:- Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures.
- Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines.
- Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively.
- Support managers, directors, and partners on advisory projects including IHT planning, pension changes, and UK residency matters.
- Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets.
- Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work.
- Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions.
- Monitor budgets, billing, and chargeability, while contributing to team development through collaboration and knowledge sharing.
- Minimum requirement to be CTA qualified.
- Must have a minimum of 4 years private client experience.
- Experience in CCH packages and SharePoint is advantageous.
- Excellent organisational, technical, interpersonal, and communication skills.
- Salary is flexible depending on experience, ranging from £55,000-£70,000 (higher for more senior managers).
- 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days.
- Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay.
- Season ticket loan or car parking loan.
- Hybrid working - 60% office, 40% remote.
- Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off!
- And much more.
Private Client Tax Assistant Manager or Senior Manager. Job in St. Albans LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a top 100 UK practice in St. Albans as a Private Client Tax Assistant Manager or Senior Manager, where you will thrive in a diverse and flexible work environment that prioritises employee well-being and growth. With competitive salaries, generous holiday allowances, and hybrid working options, this company not only values your professional development but also fosters a supportive culture that encourages collaboration and innovation. Experience a rewarding career with ample opportunities for progression while enjoying the unique benefits of working in a vibrant location.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager or Senior Manager. Job in St. Albans LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've excelled in these areas, as they’ll help you stand out when discussing your experience with potential employers.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings at top practices like the one in St Albans, and tailor your approach to show why you’d be a great fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re the perfect match for their needs, keeping you fresh in their minds.
We think you need these skills to ace Private Client Tax Assistant Manager or Senior Manager. Job in St. Albans LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax role. Highlight your relevant experience, especially in managing personal tax clients and any advisory projects you've worked on. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your CTA qualification and any specific experiences that relate to the job description.
Show Off Your Soft Skills:While technical skills are crucial, don’t forget to showcase your interpersonal and communication skills. We value team players who can build strong relationships with clients and colleagues alike, so let us know how you excel in these areas!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our fantastic team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax compliance and advisory. Be ready to discuss specific cases you've handled, particularly those involving UK-based clients with international elements.
✨Showcase Your Client Management Skills
Since this role involves being the main contact for clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any proactive measures you've taken to enhance client satisfaction.
✨Familiarise Yourself with Tools
If you have experience with CCH packages and SharePoint, be sure to mention it! If not, do a bit of research on these tools so you can speak confidently about how you would use them in your role.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, growth opportunities, and the firm's approach to tax advisory work. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
