Senior Private Client Tax Manager - HNWI Focus

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

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.