Personal Tax Manager

2 weeks ago


St Albans Hertfordshire, United Kingdom Michael Page (UK) Full time

About Our Client

This well-established professional services firm, known for its comprehensive approach to client service, employs over 200 dedicated professionals. Located in St Albans, the firm prides itself on fostering a supportive and collaborative environment.

Job Description

Key Responsibilities

  • Manage a diverse portfolio of high net worth private clients, and small number of Non doms, and Trusts.
  • Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
  • Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
  • Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
  • Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
  • Stay updated on the latest tax legislation and its potential impact on clients.
  • Contribute to business development activities within the tax department.
  • Foster a positive working environment, promoting teamwork and collaboration.
  • Maintain high standards of work, adhering to the firm's quality control procedures.

The Successful Applicant

A successful Personal Tax Manager should have:

  • CTA Qualification
  • Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
  • Good organisational skills will be required to organise their own work to ensure that all deadlines are met.
  • Ability to work independently without the need for supervision, and able to show initiative in dealing with clients' affairs and monitoring their own time budgets.
  • Good computer skills including a sound knowledge of Word & Excel are required.
  • People management skills
  • Commercial awareness

What's on Offer

Whats on offer for you?

  • A competitive salary range, estimated between £60,000 and £70,000 per annum.
  • Comprehensive benefits package, including Personal Career Map, Technical training, Soft skill training,
  • Generous holiday allowance.
  • A supportive and collaborative working environment.
  • Opportunities for professional growth within the tax department.

This Private Client Tax Manager role in St Albans is a fantastic opportunity for a tax professional looking to make a significant impact in a leading professional services firm. We encourage those who meet the criteria to apply today.


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