Private Client Tax Manager

Pro‑Recruitment Group; St Albans; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid working 3 days in/office

Job summary

Pro Tax in St Albans is seeking a Private Client Tax Manager/Senior Manager to lead a portfolio of high-net-worth individuals, family offices, trusts, and partnerships, delivering both compliance and advisory work. The role offers a hybrid model (3 days in the office, 2 days at home) with a clear route for progression within the firm.

You will review self-assessment returns, advise on Income Tax, CGT and IHT, and support estate planning and residency planning.

Qualifications

• CTA qualification required.
• Strong private client tax experience within practice.
• Excellent knowledge of Income Tax, CGT and Inheritance Tax.
• Strong client relationship and communication skills.

Responsibilities

• Manage private client tax compliance for a diverse portfolio (HNWIs, family offices, trusts, FICs).
• Review self-assessment tax returns and oversee filing deadlines.
• Advise on Income Tax, CGT and IHT matters.
• Support advisory projects including estate planning, trusts, residency and succession planning.
• Liaise with HMRC on enquiries and disclosures.
• Attend client meetings and identify planning opportunities.
• Manage budgets, billing and client relationships.
• Support and develop junior team members.

Skills

CTA qualified

Private client tax exp (practice)

Income Tax expertise

CGT expertise

Inheritance Tax expertise

Client relationships

Education

CTA qualification

Job description

Private Client Tax Manager / Senior Manager

St Albans | Hybrid Working (3 days office / 2 days home)Pro Tax is delighted to be partnering with a growing and highly regarded accountancy practice seeking a Private Client Tax Manager or Senior Manager to join its established tax team.This is an excellent opportunity to join a firm that combines the quality of work often associated with larger practices with a genuinely supportive, family-oriented culture. With ambitious growth plans and a strong track record of promoting from within, the role offers a clear route for progression and the opportunity to play a key part in the next phase of the firm's development.

The Role

You will manage a portfolio of high-net-worth individuals, family offices, trusts, family investment companies (FICs), sole traders and partnerships, while working closely with partners on a range of compliance and advisory projects. Responsibilities include:

• Managing private client tax compliance for a diverse portfolio.
• Reviewing self-assessment tax returns and overseeing filing deadlines.
• Advising on Income Tax, Capital Gains Tax and Inheritance Tax matters.
• Supporting advisory projects including estate planning, trusts, residency and succession planning.
• Liaising with HMRC on enquiries and disclosures.
• Attending client meetings and identifying planning opportunities.
• Managing budgets, billing and client relationships.
• Supporting and developing junior team members.

About You

Essential

• CTA qualified.
• Strong private client tax experience gained within practice.
• Excellent technical knowledge of Income Tax, CGT and Inheritance Tax.
• Strong client relationship and communication skills.

Experience Required

• Manager: CTA qualified with 2+ years' private client tax experience.
• Senior Manager: CTA qualified with 5+ years' private client tax experience.

Why Join?

• Established multi-partner tax team with significant technical expertise.
• Strong pipeline of growth creating genuine progression opportunities.
• Clear commitment to promoting from within.
• Future leadership and potential partner-track opportunities for the right individual.
• Exposure to high-quality clients including HNWIs, family offices, trusts and FICs.
• Supportive and collaborative culture with minimal corporate politics.
• Family-friendly environment with flexibility around personal and family commitments.
• Hybrid working model with 3 days in the office and 2 days from home.
• Core hours of 10am-4pm offering additional flexibility.
• Opportunity to work from different office locations.
• Secondment opportunities across other service lines within the business.
• Strong focus on client relationships and delivering a genuinely personalised service.
• Inclusive and diverse team environment.

This role would suit an ambitious Private Client Tax Manager looking to step up, or an experienced Senior Manager seeking high-quality work, a better work-life balance and a clear path for long-term progression.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.