Private Client Tax Manager - mid tier firm

Butler Rose Ltd; United Kingdom; On-site; GBP 55,000 - 70,000; Full time

Job summary

A well-known accounting firm based in St Albans seeks an experienced Private Client Tax Manager. The successful candidate will manage a diverse client portfolio, provide essential tax advice, and lead advisory work related to inheritance and capital gains tax. Ideal candidates will be CTA qualified with 5+ years of experience and comfortable in client interactions. This role offers competitive salary and a clear path towards Director level within a supportive environment.

Benefits

Opportunities for career progression

Supportive work environment

Qualifications

• 5+ years' experience in a senior tax role focusing on private clients.
• Experience of supervising and supporting junior staff.
• Confident in client meetings and advising as required.

Responsibilities

• Manage all aspects of income and capital gains tax for clients.
• Review Self-Assessment tax returns by staff.
• Liaise with clients on income tax and capital gains tax matters.
• Assist in advisory work, including IHT planning and UK trusts.
• Prepare for and attend client meetings, managing budgets.
• Correspond with HMRC regarding enquiries.
• Organise own workload to meet HMRC deadlines.

Skills

Income tax management

Capital gains tax knowledge

Client liaison

Advisory work

Supervision skills

Education

CTA qualified

Tools

CCH

SharePoint

Job description

Private Client Tax Manager - mid tier firm

St Albans, Hertfordshire

£55,000 to £70,000

Butler Rose Public Practice and delighted to be partnering with our client, a well-known and established Top 40 accounting firm. With large and modern offices based in the heart of St Albans iconic City Centre, the firm are keen to appoint a highly experienced and qualified Private Client Tax Manager to complement the existing team and take ownership of their own client portfolio consisting mainly of HNWIs, sole-traders and partnerships.

Role Requirements

• Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
• Reviewing Self‑Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
• Liaising with clients on routine and ad‑hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
• Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
• Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
• Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
• Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third‑party professionals and the clients themselves.
• Promptly dealing with routine post received in connection with those clients.
• Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines - working without supervision and to show initiative in dealing with clients' affairs.
• Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.

Person Requirements

• CTA qualified with 5+ years' experience in a similar senior tax role with a strong focus towards private clients.
• Confident and comfortable with meeting clients and offering advice as required and appropriate.
• Proven experience of supervising and supporting more junior members of staff.
• Proficient in the use of CCH and ideally SharePoint.

A unique and outstanding opportunity to join this mid-tier firm where you will receive full support and opportunities to progress towards Director level and beyond.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Doug Greer, Butler Rose (AGY) [e-mail]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.

Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.