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