Job Title: Private Client Tax Senior Manager
Location: St Albans, Hertfordshire - 60% in office, 40% home working
About the Role:
You'll be responsible for both compliance and advisory work, developing client relationships, and mentoring junior team members. You'll have the opportunity to have access to a diverse client base, primarily consisting of HNWIs including sole-traders and partnerships. While most clients are UK resident, you'll also handle non-resident and non-domiciliary issues, particularly planning for individuals moving to and from the UK.
Key Responsibilities:
Oversee all aspects of income tax (including National Insurance) and capital gains tax
Review Self-Assessment tax returns prepared by team members before client approval and electronic filing
Assist partners in delivering high-value advisory services, including preparing reports on inheritance tax planning, residence issues, UK trusts and business structure recommendations
Handle correspondence with HMRC for s9A enquiries
Prepare and attend meetings with existing and potential clients
Set budgets for follow-up work and ensure timely completion within budget
Bill clients quarterly, including making reserves and communicating billing concerns to partners
Monitor personal time budgets and chargeability
Contribute to departmental management meetings
Network at events for business development
Train and supervise junior staff members
The Individual:
Strong client-facing experience with confidence in client meetings and regular communications
Self-motivated with the ability to work independently without supervision
Proficient computer skills including sound knowledge of Word, Excel, and CCH packages
Excellent written and verbal communication skills
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