Overview
We are looking for a Private Client Tax Assistant Manager or Manager (depending on experience) to join a top 100 UK practice located in St Albans. This hybrid role offers full‑time or part‑time options with a core working window of 10am–4:30pm.
Responsibilities
* Manage a diverse portfolio of personal tax clients, primarily UK based with international elements such as 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 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 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 and contribute to team development through collaboration and knowledge sharing.
Requirements
* CTA qualified.
* Minimum of 4 years private client experience.
* Experience with CCH packages and SharePoint is advantageous.
* Excellent organisational, technical, interpersonal and communication skills.
Salary & Benefits
* Salary: £55,000‑£70,000 (higher for more senior managers), based on experience.
* 25 days holiday plus bank holidays, increasing up to 28 days with service.
* Salary sacrifice pension up to 5% and auto‑enrolment.
Death in service: 4×salary.
* Enhanced maternity and paternity pay.
* Season ticket or car parking loan.
* Hybrid working – 60% office, 40% remote; core working hours with option for Friday afternoons off after contracted hours.
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