Private Client & Trust Manager - St Albans

Insite Public Practice Recruitment Limited; St Albans; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Job summary

Insite Public Practice Recruitment Limited is seeking a Private Client Tax Manager in St Albans with hybrid working. The role offers high‑quality advice to HNW individuals, trusts and estates, with clear progression toward senior management within a collaborative practice.

You will manage client portfolios, review tax returns, and provide planning guidance on IHT/CGT while supporting executors and advisers. Strong client contact and development opportunities are available.

Qualifications

• Strong private client tax experience and technical knowledge.
• ATT or CTA qualification or equivalent experience.
• Experience managing your own client portfolio and advising on IHT/CGT.
• Good communication and client management skills.

Responsibilities

• Manage a portfolio of private clients, trusts and estates.
• Review personal, trust and estate tax returns.
• Advise on IHT, CGT, succession and estate planning.
• Support executors, trustees and professional advisers.
• Deal with HMRC enquiries, clearances and correspondence.
• Attend client meetings and provide practical advice.
• Manage deadlines, budgets and billing.
• Review work and support junior team members.
• Contribute to business development and team growth.

Skills

Private client tax

Trusts & estates

Client portfolio management

IHT & CGT knowledge

Communication skills

Education

ATT or CTA qualification

Job description

Private Client Tax Manager

Location: St Albans
Working pattern: Hybrid
Employment type: Permanent

The opportunity

A respected accountancy practice in St Albans is looking for a Private Client Tax Manager to join its growing team.

You will advise high-net-worth individuals, trusts, estates, business owners and trustees on a range of tax matters, including compliance, planning and succession.

The role offers strong client contact, varied advisory work and clear progression opportunities.

Key responsibilities

• Manage a portfolio of private clients, trusts and estates.
• Review personal, trust and estate tax returns.
• Advise on IHT, CGT, succession and estate planning.
• Support executors, trustees and professional advisers.
• Deal with HMRC enquiries, clearances and correspondence.
• Attend client meetings and provide practical advice.
• Manage deadlines, budgets and billing.
• Review work and support junior team members.
• Contribute to business development and team growth.
• Keep up to date with tax legislation and HMRC guidance.

The clients

You may work with:

• HNW individuals and families.
• Entrepreneurs and business owners.
• Trustees and executors.
• Family investment companies and family offices.
• UK and internationally connected clients.
• Clients with property, investment and business interests.

What we are looking for

Ideally, you will be ATT or CTA qualified, or have equivalent experience.

You should have:

• Strong private client tax experience.
• Good knowledge of personal tax, trusts, estates, IHT and CGT.
• Experience managing your own client portfolio.
• Strong communication and client management skills.
• Experience reviewing tax returns and computations.Good organisation and time-management skills.
• Experience supervising or mentoring junior colleagues.
• A practical and commercial approach.

Experience with international clients, trusts, estate administration, family investment companies or tax investigations would be useful.

What is on offer

• Salary of £70,000-£80,000.
• Hybrid and flexible working.
• Varied advisory work.
• Direct access to Partners and senior colleagues.
• Strong client contact.
• Professional development support.
• Clear progression towards Senior Manager or Director.
• A collaborative and professional environment.