Full job descriptionPrivate Client Tax ManagerLocation: St Albans
Salary: £70,000-£85,000, depending on experience
Working pattern: Hybrid
Employment type: Full-time
The opportunityWe are working with a well-established accountancy and advisory firm in St Albans that is looking to appoint an experienced Private Client Tax Manager.
This is an excellent opportunity for a technically strong tax professional who enjoys working closely with high-net-worth and ultra-high-net-worth individuals, trusts, estates and family groups. The role offers genuine advisory exposure, direct client contact and a clear route towards Director.
You will join a collaborative private client team advising clients on a broad range of personal and trust tax matters. The firm has a strong reputation for delivering high-quality, commercially focused advice and building long-term client relationships.


The roleAs Private Client Tax Manager, you will:
*Manage a portfolio of high-net-worth and ultra-high-net-worth private clients.
*Advise individuals, families, trustees, executors and family investment structures.
*Oversee the preparation and review of personal, trust and estate tax returns.
*Provide advice on income tax, capital gains tax, inheritance tax and trust taxation.
*Advise on estate planning, succession planning and family wealth structures.
*Support clients with tax-efficient remuneration, investments and disposals.
*Assist with inheritance tax planning and the administration of estates.
*Review complex tax computations, returns and advisory work prepared by the team.
*Manage a range of advisory projects from initial scoping through to completion.
*Build strong, trusted relationships with clients and their wider professional advisers.
*Work closely with partners, directors, lawyers, investment managers and other specialists.
*Identify opportunities to provide additional value and support business development activity.
*Supervise, coach and develop junior members of the private client tax team.
*Contribute to the continued growth and development of the private client offering.


The clientsYou will work with a varied portfolio that may include:
*High-net-worth and ultra-high-net-worth individuals.
*Entrepreneurs, business owners and senior executives.
*Family groups and family investment companies.
*Trusts and trustees.
*Estates and executors.
*Non-domiciled and internationally connected individuals.
*Clients with complex investment, property and business interests.


About youYou will ideally be:
*CTA qualified, or qualified by experience.
*An experienced Private Client Tax Manager, Assistant Manager or Senior Manager.
*Experienced in advising high-net-worth individuals, trusts and estates.
*Technically strong across personal tax, capital gains tax and inheritance tax.
*Comfortable handling complex advisory work and managing client relationships.
*Commercially aware, with the ability to understand clients’ wider objectives.
*Confident communicating with clients and professional advisers.
*Experienced in reviewing work and supporting the development of junior colleagues.
*Organised, proactive and able to manage competing deadlines.
*Interested in progressing towards a Director-level position.
Experience with trusts, estates, family investment companies, international tax matters or non-domiciled clients would be advantageous.


What is on offer*Salary of £70,000-£85,000, depending on experience.
*Genuine advisory exposure across a sophisticated private client portfolio.
*A clear and supported route towards Director.
*The opportunity to work with HNW and UHNW individuals, trusts, estates and family groups.
*A varied role with significant client contact and responsibility.
*Supportive leadership and a collaborative working environment.
*Ongoing technical, professional and career development.
*Hybrid working and a strong work-life balance.
*The opportunity to play a key role in the continued growth of the private client team.


How to applyIf you are an experienced Private Client Tax Manager looking for a role with greater advisory responsibility and a clear route towards Director, we would be pleased to hear from you.
Apply now or contact us for a confidential discussion about the opportunity.