Overview
Job Title: Personal Tax Assistant Manager or Manager (depending on experience)
Location: St Albans (hybrid)
Package: £55,000-£70,000 (higher for more experienced), 25 days holiday + bank holidays, plus many additional benefits.
Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours 10am – 4:30pm.
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.
Requirements
- Minimum requirement: CTA qualified.
- At least 4 years of private client experience.
- Experience with CCH packages and SharePoint (advantageous).
- Excellent organisational, technical, interpersonal and communication skills.
Salary & Benefits
- Salary flexible based on experience, ranging from £55000 to £70000 (higher for senior managers).
- 25 days holiday plus bank holidays, increasing with years of service up to 28 days.
- Salary sacrifice pension up to 5%; auto‑enrolment into pension; death-in-service benefits of 4× salary.
- Enhanced maternity and paternity pay.
- Season ticket loan or car parking loan.
- Hybrid working – 60% office, 40% remote; core working hours, and if contracted hours are met, option to take Friday afternoons off.
