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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