Private Client Tax Manager / Senior Manager

• Annual Salary: £60,000-£80,000 (based on experience)
• Location: St Albans
• Job Type: Full-time

Reed is collaborating with a leading independent accountancy firm to recruit a Private Client Tax Manager or Senior Manager for their St Albans office. This role is an excellent opportunity for professionals with a background in private client tax to manage compliance and advisory duties for a portfolio of high net worth individuals, including sole traders and partnerships.

Day-to-day of the role:

• Manage all aspects of income tax, including National Insurance and capital gains tax.
• Review Self-Assessment tax returns prepared by staff, ensuring accuracy before client approval and electronic filing.
• Engage directly with clients through emails, telephone calls, and face-to-face meetings to discuss various tax matters such as inheritance tax, income tax, and capital gains tax.
• Assist in delivering advisory work, including preparing reports on matters like IHT planning, pension planning, residence, UK trusts, and business structures.
• Prepare for and attend meetings with both existing and potential new clients, setting budgets for follow-up work and ensuring timely completion within budget.
• Handle correspondence with HMRC, including s9A enquiries and disclosures under the digital disclosure facility.
• Oversee the collection of information needed for tax return preparation, liaising with other professionals and clients.
• Manage routine correspondence and prioritise tasks to meet HMRC deadlines and maintain high standards of client care.
• Conduct quarterly billing for clients, manage reserves, and keep partners updated on billing concerns.
• Monitor personal time budgets and chargeability.
• Contribute to internal departmental management meetings and engage in networking events for business development.
• Support the development of team members, as evidenced by feedback.

Required Skills & Qualifications:

• CTA qualification is essential.
• For Senior Manager: Minimum of 5 years’ private client tax experience.
• For Manager: Minimum of 2 years’ private client tax experience.
• Excellent organisational skills to manage workloads and meet deadlines independently.
• Strong computer skills, including proficiency in Word, Excel. Training will be provided for any AI software used.
• Effective people management and commercial awareness.

Benefits:

• Competitive salary package.
• Opportunities for professional growth and development within a top UK accountancy firm.
• Access to a broad, international client base and network.
• Involvement in a wide range of tax and financial planning services.

To apply for the Private Client Tax Manager or Senior Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role through Reed's application process.