Private Client Tax Manager

Insite US; St Albans; On-site; GBP 65,000 - 110,000; Full time

Job summary

An established accountancy practice in St Albans is looking to add an experienced Private Client Tax Manager or Senior Manager to its team. You’ll manage a diverse portfolio of high-net-worth individuals and private clients, handling both compliance and advisory work.

Key duties include private client tax planning (IHT and CGT), trusts, working directly with Partners, and mentoring junior staff. This role offers real responsibility and clear progression.

Qualifications

• Solid Private Client Tax experience within accountancy practice
• Manager or Senior Manager level experience preferred
• CTA qualified or working towards it requested

Responsibilities

• Manage your own portfolio of private clients
• Handle personal tax compliance and advisory work
• Engage in HNW tax planning, IHT and CGT
• Manage trusts and wider private client matters
• Work closely with Partners and maintain direct client contact
• Support and develop junior team members

Skills

Private Client Tax

CTA qualification

Managerial experience

Education

CTA qualification (or in progress)

Job description

If you're an experienced Private Client Tax professional and starting to think about your next move, this is one worth a conversation.

I'm working with an established accountancy practice in St Albans that is looking to add an experienced Private Client Tax Manager or Senior Manager to its team.

You'll be working with a strong portfolio of HNW individuals and private clients, with a varied role covering both compliance and advisory work.

The role includes:

• Managing your own portfolio of private clients
• Personal tax compliance and advisory
• HNW tax planning, IHT and CGT
• Trusts and wider private client matters
• Working closely with Partners and having direct client contact
• Supporting and developing more junior members of the team

It's a good opportunity for someone who wants interesting clients, genuine responsibility and progression, rather than simply managing a compliance portfolio.

The team is established, supportive and well structured, with the opportunity to take on more responsibility as you develop.

What they're looking for:

Someone with solid Private Client Tax experience gained within accountancy practice, ideally CTA qualified or working towards it. Manager or Senior Manager level experience would be ideal, although strong Assistant Managers ready for the next step may also be considered.

If you're currently working in Private Client Tax, Personal Tax, Trusts or HNW Tax and would be open to hearing about something new,

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