Private Client Tax Manager

3 days ago

Hertfordshire England, United Kingdom Insite Group Full time

Job Title: Private Client Tax Manager - open to a Senior Tax Manager dependent on experience

Location: St Albans, Hertfordshire

Salary: £65,000 - £80,000 + Benefits

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:

  • CTA qualified
  • 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
  • Effective people management capabilities
  • Commercial awareness
  • Excellent written and verbal communication skills

  • Private Client Tax Senior Manager or Director

    2 weeks ago

    Devon, England, United Kingdom Sheridan Maine - Accounting, Audit & Tax Recruitment Full time £90,000 - £120,000 per year

    "Quality performance starts with a positive attitude."Jeffrey Gitomer.Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth?As the Private Client Tax Senior Manager or Director, you will deliver outstanding tax compliance...

  • Private Client Tax Director

    1 week ago

    Hertfordshire, United Kingdom Menzies LLP Full time

    Department Tax Employment Type Full Time Location Hertfordshire Office Workplace type Hybrid Reporting To David Truman Key Responsibilities Skills, Knowledge and Expertise Benefits About Menzies LLP Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a...

  • Private Client Solicitor

    2 weeks ago

    Hertfordshire, United Kingdom Hawthorne-Finch Talent Solutions Full time

    Job DescriptionPrivate Client Solicitor (6-7 PQE / 3-4 PQE with Pre-Qualification Experience)Salary: Location: Berkhamsted Area Hybrid WorkingAbout This OpportunityJoin our clients thriving Private Client team and build a rewarding career advising high-net-worth individuals and families on wealth planning estate administration and tax-efficient strategies....

  • Private Client Tax Manager

    1 day ago

    City Of London, England, United Kingdom Insite Finance Full time

    Private Client Tax Manager - City of London£57,500 - £62,500 per annumYour Next Career Move AwaitsAre you a technically-minded tax professional seeking stability and growth within a respected accountancy practice? This Private Client Tax Manager opportunity in the heart of the City of London offers the perfect blend of technical challenge and professional...

  • Private Client Tax Manager

    7 days ago

    Kent, England, United Kingdom Kreston Reeves Full time

    Department:TaxEmployment Type:Permanent - Full TimeLocation:KentDescriptionWe're delighted to share an exciting opportunity to join our established Private Client Tax team, based in Chatham or Canterbury in the South East of England. As a Private Client Tax Manager, you'll work with a diverse client portfolio and have the flexibility to focus on either...

  • Private Client Solicitor

    2 weeks ago

    Hertfordshire, United Kingdom The Legists Full time

    Private Client Associate/Solicitor - Hertfordshire - Tier 1 Private Client team are looking to add an ambitious individual to work with HNW clients and handle complex work. This impressive Private Client Tax and Trusts team hold an enviable market positionand are able to boast a highly respected Partner led department. For full details, please contact...

  • Private Client Solicitor

    4 days ago

    Hertfordshire, United Kingdom The Legists Full time

    Private Client Solicitor - Hertfordshire - Tier 1 Private Client team are looking to add an ambitious individual to work with HNW clients and handle complex work. This impressive Private Client Tax and Trusts team hold an enviable market position and areable to boast a highly respected Partner led department. For full details, please contact Rebecca on or....

  • Private Client Solicitor

    1 week ago

    Hertfordshire, United Kingdom The Legists Full time

    SENIOR PRIVATE CLIENT SOLICITOR - HERTFORDSHIRE Experienced Private Client Solicitor - Leading Legal 500, Hertfordshire office My client is seeking an experienced Private Client Solicitor to join their well established and thriving team, the firm have a great reputation and are a leading Legal 500 firm. The firm is thriving and due to their success they...

  • Private Client Solicitor

    4 days ago

    Hertfordshire, United Kingdom The Legists Full time

    OVERVIEW: - This is an opportunity to join a friendly and supportive team, working on a varied caseload, offering a genuine work/life balance. - Suitable Private Client Solicitors will have a strong technical background and confident working on complex private client matters and able to provide high levels of client service - You will have experience of...

  • Private Client Tax Director

    3 days ago

    City Of London, England, United Kingdom Insite Group Full time

    Job Title: Private Client Tax DirectorLocation: City of London - 2 days in the office, 3 days from homeSalary: £100,000 - £115,000 (dependent on experience) + benefits packageThe Role:As a Private Client Tax Director, you'll be integral to the team's growth, working alongside partners to deliver exceptional service while building your own client...