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 maternity/paternity pay.
- 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.
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 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 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 offers unique benefits like the opportunity to take Friday afternoons off once you've completed your contracted hours. Experience a rewarding career with a supportive team dedicated to excellence in client service and collaboration.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax 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 join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in managing personal tax clients and handling compliance and advisory work.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Tax 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 Manager 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 align with 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 make you a great fit for us.
Showcase Your Soft Skills:In addition to technical skills, we value excellent interpersonal and communication skills. Make sure to include examples of how you've successfully interacted with clients or collaborated with colleagues in your application. We love a team player!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we can't wait to hear from you!
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 returns and compliance. Be ready to discuss specific cases you've handled and how you approached them, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Since you'll be 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 ensure client satisfaction.
✨Be Ready for Technical Questions
Expect some technical questions related to IHT planning, residency matters, and other advisory projects. Brush up on these topics and think about how you can apply your knowledge to real-world scenarios that the practice might face.
✨Demonstrate Team Collaboration
This role involves working closely with managers and partners, so be prepared to discuss how you've contributed to team development in previous roles. Share examples of how you've collaborated with others to achieve common goals or overcome challenges.
