Private Client & Trust Manager - St Albans
  • England,East of England,Hertfordshire
  • Full Time, Permanent
  • £65,000 - £75,000 per annum, inc benefits
Job Description:
Full job descriptionPrivate Client Tax ManagerLocation: St Albans
Working pattern: Hybrid
Employment type: Permanent
The opportunityA respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team.
You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession.
The role offers strong client contact, varied advisory work and clear progression opportunities.


Key responsibilities*Manage a portfolio of private clients, trusts and estates.
*Review personal, trust and estate tax returns.
*Advise on IHT, CGT, succession and estate planning.
*Support executors, trustees and professional advisers.
*Deal with HMRC enquiries, clearances and correspondence.
*Attend client meetings and provide practical advice.
*Manage deadlines, budgets and billing.
*Review work and support junior team members.
*Contribute to business development and team growth.
*Keep up to date with tax legislation and HMRC guidance.


The clientsYou may work with:
*HNW individuals and families.
*Entrepreneurs and business owners.
*Trustees and executors.
*Family investment companies and family offices.
*UK and internationally connected clients.
*Clients with property, investment and business interests.


What we are looking forIdeally, you will be ATT or CTA qualified, or have equivalent experience.
You should have:
*Strong private client tax experience.
*Good knowledge of personal tax, trusts, estates, IHT and CGT.
*Experience managing your own client portfolio.
*Strong communication and client management skills.
*Experience reviewing tax returns and computations.
*Good organisation and time-management skills.
*Experience supervising or mentoring junior colleagues.
*A practical and commercial approach.
Experience with international clients, trusts, estate administration, family investment companies or tax investigations would be useful.


What is on offer*Salary of £70,000-£80,000.
*Hybrid and flexible working.
*Varied advisory work.
*Direct access to Partners and senior colleagues.
*Strong client contact.
*Professional development support.
*Clear progression towards Senior Manager or Director.
*A collaborative and professional environment.


How to applyIf you are an experienced Private Client Tax Manager looking for more advisory exposure and career progression, please get in touch for a confidential discussion.
DM me for further details or to arrange an initial conversation.
Job number 4095374

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Company Details:
Insite Public Practice Recruitment Limited
We are the UK’s and US acknowledged market leading Financial and Accountancy Consultancy; with the largest team of experienced Consultants and S...
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