Senior Private Client Tax Manager | Hybrid, St Albans

Mercer & Hole Chartered Accountants; St Albans; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading tax advisory firm is seeking an experienced professional to join their dynamic tax team in St Albans. The successful candidate will manage compliance work for a portfolio of high net worth clients, oversee tax responsibilities, liaise with clients directly, and assist partners with advisory projects. Applicants need to be CTA qualified with at least five years of private client tax experience. The firm offers a hybrid working model and values a friendly, collaborative environment.

Qualifications

• Minimum requirement to be CTA qualified and have 5 years’ private client tax experience.
• Client facing experience is required including being comfortable speaking to and meeting with clients.
• Good organizational skills will be required.
• Ability to work independently without the need for supervision.

Responsibilities

• Dealing with all aspects of income tax and capital gains tax.
• Reviewing Self-Assessment tax returns for approval.
• Liaising with clients on routine and ad-hoc assignments.
• Assisting partners on delivering advisory work.

Skills

Client facing communication

Organizational skills

Initiative

Computer skills (Word & Excel)

Education

CTA qualification

5 years private client tax experience

Job description

A leading tax advisory firm is seeking an experienced professional to join their dynamic tax team in St Albans. The successful candidate will manage compliance work for a portfolio of high net worth clients, oversee tax responsibilities, liaise with clients directly, and assist partners with advisory projects. Applicants need to be CTA qualified with at least five years of private client tax experience. The firm offers a hybrid working model and values a friendly, collaborative environment.