Personal Tax Manager

Bennett and Game Recruitment LTD; St Albans; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Season ticket or parking loan

Friday afternoons off after contracted

Job summary

Bennett and Game Recruitment LTD is seeking a Personal Tax Assistant Manager or Manager in St Albans, offering hybrid working and a salary of £55,000–£70,000 depending on experience.

The role manages a private client tax portfolio with UK and international elements, handling compliance and advisory work, HMRC deadlines, and client relations, with strong progression opportunities.

Qualifications

• CTA qualification is required.
• Minimum of 4 years private client experience.
• Experience with CCH packages and SharePoint is advantageous.
• Excellent organisational, technical, interpersonal, and communication skills.

Responsibilities

• Manage a diverse portfolio of private client tax, UK-based with international elements.
• Prepare and review personal tax returns, ensuring timely electronic filing with HMRC deadlines.
• Main day-to-day contact for clients, delivering high-quality service and proactive communication.
• Support managers, directors and partners on advisory projects including IHT planning and UK residency matters.
• Attend client meetings, prepare notes, and coordinate follow-up actions within timelines and budgets.
• Liaise with clients and third-party advisers to gather information for tax compliance and advisory work.
• Conduct technical research and assist with ad hoc assignments and HMRC enquiries.
• Monitor budgets, billing and chargeability, and contribute to team development.

Education

CTA qualified

Tools

CCH packages

SharePoint

Job description

Job Title: Personal Tax Assistant Manager or Manager (dependant on experience)

Location: St Albans (hybrid)

Package: £55,000-£70,000 (higher DOE), hybrid working, 25 days hol +BH, and much more!

Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours: 10am - 4:30pm

A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026

Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don't want to miss

Private Client Tax Manager Job Responsibilities

• Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures.
• Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines.
• Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively.
• Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters.
• Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets.
• Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work.
• Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions.
• Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing.

Private Client Tax Manager Job Requirements

• Minimum requirement to be CTA qualified
• Must have a minimum of 4 years private client experience
• Experience in CCH packages and SharePoint is advantageous
• Excellent organisational, technical, interpersonal, and communication skills

Private Client Tax Manager Salary & Benefits

• Salary is flexible depending on experience, ranging from £55k-70k (higher for more senior managers)
• 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days
• Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay
• Season ticket loan or car parking loan
• Hybrid working - 60% office, 40% remote
• Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off!
• And much more