Personal Tax Manager

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

Benefits offered by this job

25 days holiday plus bank holidays

Salary sacrifice pension

Enhanced maternity and paternity pay

Season ticket loan or car parking loan

Hybrid working options

Job summary

Bennett And Game Recruitment is seeking a Personal Tax Assistant Manager or Manager based in St Albans. The role involves managing diverse personal tax portfolios and ensuring timely filing of tax returns.

Applicants must be CTA qualified with at least 4 years of experience. The position offers a flexible salary between £55,000 and £70,000, 25 days holiday plus bank holidays, and opportunities for hybrid work.

Qualifications

• Minimum requirement: CTA qualified.
• At least 4 years of private client experience.
• Experience with CCH packages and SharePoint (advantageous).
• Excellent organisational, technical, interpersonal and communication skills.

Responsibilities

• Manage a diverse portfolio of personal tax clients.
• Prepare and review personal tax returns accurately and timely.
• Act as the main contact for clients, delivering high-quality service.
• Support managers on advisory projects including IHT planning.
• Attend client meetings, prepare notes, and coordinate actions.
• Gather information for tax compliance and advisory work.
• Conduct technical research and assist with HMRC enquiries.
• Monitor budgets, billing and contribute to team development.

Skills

CTA qualification

Private client experience

CCH packages

SharePoint

Communication skills

Education

CTA qualified

Job description

Overview

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

Location: St Albans (hybrid)

Package: £55,000-£70,000 (higher for more experienced), 25 days holiday + bank holidays, plus many additional benefits.

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

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.

Requirements

• Minimum requirement: CTA qualified.
• At least 4 years of private client experience.
• Experience with CCH packages and SharePoint (advantageous).
• Excellent organisational, technical, interpersonal and communication skills.

Salary & Benefits

• Salary flexible based on experience, ranging from £55000 to £70000 (higher for senior managers).
• 25 days holiday plus bank holidays, increasing with years of service up to 28 days.
• Salary sacrifice pension up to 5%; auto‑enrolment into pension; death-in-service benefits of 4× salary.
• Enhanced maternity and paternity pay.
• Season ticket loan or car parking loan.
• Hybrid working – 60% office, 40% remote; core working hours, and if contracted hours are met, option to take Friday afternoons off.