Private Client Tax Manager
* Annual Salary: £60,000-£75,000
* Location: St Albans
* Job Type: Full-time
Join a dynamic Accountancy Practice based in St Albans as a Private Client Tax Manager. This role offers the opportunity to manage annual compliance work for a diverse portfolio of high-net-worth individuals (HNWIs), including sole traders and partnerships. You will work directly under partners, assisting with planning issues and overseeing the training and supervision of staff.
Day-to-day of the role:
1. Handle all aspects of income tax, National Insurance, and capital gains tax, including reviewing PAYE coding notices.
2. Review Self-Assessment tax returns prepared by staff, ensuring accuracy before client approval and electronic filing.
3. Engage in routine and ad-hoc client liaisons via email, telephone, and face-to-face meetings, covering topics like inheritance tax, income tax, and capital gains tax.
4. Assist partners in delivering advisory work, including preparing reports on IHT planning, residence, UK trusts, and business structures.
5. Prepare for and attend meetings with both existing and potential new clients, set budgets for follow-up work, and ensure timely completion within budget.
6. Correspond with HMRC regarding s9A enquiries and prepare disclosures under the digital disclosure facility.
7. Oversee the collation of information needed for tax r...