Private Client Tax Manager / Senior Manager

Mercer & Hole Chartered Accountants; St Albans; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

Join a dynamic tax team as a Private Client Tax Manager/Senior Manager in an established firm known for its exceptional client care. This role offers the chance to manage a diverse portfolio of high-net-worth individuals, providing tailored tax solutions and advisory services. You'll work closely with partners, oversee compliance, and lead a team while enjoying a supportive and collaborative environment. With a commitment to excellence and a family feel, this firm values its employees and encourages professional growth. If you are passionate about making a difference in the lives of clients and thrive in a dynamic setting, this opportunity is perfect for you.

Benefits

Flexible working hours

Professional development opportunities

Health insurance

Pension scheme

Team-building events

Qualifications

• CTA qualified with at least 5 years of private client tax experience.
• Strong client-facing skills and ability to work independently.

Responsibilities

• Manage annual compliance work for a portfolio of clients.
• Assist partners with planning issues and supervise staff.

Skills

Client facing experience

Good organisational skills

Ability to work independently

Good computer skills

Education

CTA qualification

5 years’ private client tax experience

Tools

CCH packages

SharePoint

Microsoft Word

Microsoft Excel

Job description

Private Client Tax Manager/Senior Manager

This is an opportunity to join a dynamic tax team in our St Albans office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff.

The client base consists mainly of HNWIs including sole-traders and partnerships. Although the majority of our clients are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. We also have a number of clients who are beneficiaries of UK and non-UK trusts.

Key responsibilities

1. Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
2. Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
3. 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.
4. 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.
5. 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.
6. Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
7. Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
8. Promptly dealing with routine post received in connection with those clients.
9. 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.
10. Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
11. Responsible for monitoring own time budgets and chargeability.
12. Attendance and contribution at internal departmental management meetings.
13. Networking at events for business development.
14. Use of computer CCH packages and SharePoint.

Qualifications/education required

1. Minimum requirement to be CTA qualified and have 5 years’ private client tax experience.
2. Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
3. Good organisational skills will be required to organise their own work to ensure that all deadlines are met.
4. Ability to work independently without the need for supervision, and able to show initiative in dealing with clients’ affairs and monitoring their own time budgets.
5. Good computer skills including a sound knowledge of Word & Excel are required.

About Mercer & Hole

Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning.

The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street.

We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.

We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.

The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.

Making a difference

People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.

We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.

We really want to attract and retain individuals who share our Values:

Together

The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.

Resilient

Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.

Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.

Supportive

We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.

We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.

Private Client Tax Manager/Senior Manager

City

St Albans (hybrid working: 60% in the office, 40% remote). Full time or part time.