Private Client Tax Manager

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:

Handle all aspects of income tax, National Insurance, and capital gains tax, including reviewing PAYE coding notices.
Review Self-Assessment tax returns prepared by staff, ensuring accuracy before client approval and electronic filing.
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.
Assist partners in delivering advisory work, including preparing reports on IHT planning, residence, UK trusts, and business structures.
Prepare for and attend meetings with both existing and potential new clients, set budgets for follow-up work, and ensure timely completion within budget.
Correspond with HMRC regarding s9A enquiries and prepare disclosures under the digital disclosure facility.
Oversee the collation of information needed for tax returns, liaising with third-party professionals and clients.
Manage routine correspondence and prioritize tasks to meet HMRC deadlines and maintain high standards of client care.
Handle quarterly billing of clients, including making reserves and updating partners on billing concerns.
Monitor personal time budgets and chargeability.
Contribute to internal departmental management meetings and network at events for business development.

Required Skills & Qualifications:

Must be CTA qualified with at least 5 years of private client tax experience.
Strong client-facing skills, comfortable in regular interactions and meetings with clients.
Excellent organisational skills to manage workloads and meet deadlines effectively.
Ability to work independently, show initiative in client dealings, and monitor personal time management.
Proficient in computer skills, including Word, Excel, CCH packages, and SharePoint.
Strong people management skills and commercial awareness.

Benefits:

Competitive salary and benefits package.
Opportunities for professional growth and development within a supportive team environment.
Access to industry-leading tools and technologies.
Engaging work environment with a focus on continuous learning and improvement.

To apply for the Private Client Tax Manager position, please submit your CV