Tax Manager / Senior Manager Private Client (PCS)

Catalyst Labs; St Albans; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Private Client Tax Manager to focus on tax compliance and advisory work. The role involves managing tax compliance for individuals and trusts, delivering written tax advice, and supporting business development. Ideal candidates will have strong experience with personal tax matters and professional qualifications like ACA or ACCA. This position offers a competitive salary, hybrid working, and a commitment to work-life balance and professional development.

Benefits

Competitive salary and benefits package

Flexible vacation policy

Medical and pension coverage

Active CSR and community engagement programs

Qualifications

• Strong experience in handling personal and fiduciary tax matters.
• Proficient in income tax, capital gains tax, inheritance tax, and trust taxation.
• Demonstrated ability to manage complex projects and clients independently.

Responsibilities

• Manage tax compliance for individuals, trusts, and related structures.
• Deliver written tax advice on various tax matters.
• Collaborate with other tax teams and business services.
• Support business development and attend networking events.
• Train, mentor, and supervise junior staff.

Skills

Strong experience in a practice environment

Proficient in Guernsey and UK personal tax

Excellent communication skills

Project management ability

Education

ACA, CA, ACCA, CTA, ATT or equivalent

Job description

Location :

Guernsey - Crown Dependencies

Overview

We’re seeking a Private Client Tax Manager and a Senior Manager to join our clients Family Office and Private Client team. With a focus on both tax compliance and advisory work the role also includes opportunities for business development and cross-team collaboration.

Key Responsibilities

Manage Guernsey and UK tax compliance for individuals, trusts, and related structures, including preparation and review of returns such as UK Self-Assessment, ATED, NRCGT, and relevant Guernsey tax filings.

Deliver written tax advice on income tax, capital gains tax, inheritance tax, and cross-border issues.

Maintain strong client relationships and serve as their main tax point of contact.

Collaborate with other tax teams (e.g. international, corporate, AEOI) and business services teams.

Support business development, prepare proposals, and attend networking events.

Oversee job budgets, WIP, billing, and collections.

Train, mentor, and supervise junior staff.

Stay current on tax law changes and contribute to client alerts and technical updates.

Qualifications

ACA, CA, ACCA, CTA, ATT or equivalent.

Strong experience in a practice environment handling personal and fiduciary tax matters.

Proficient in Guernsey and UK personal tax, including income, CGT, IHT, and trust taxation.

Excellent written and verbal communication skills.

Demonstrated ability to manage complex projects and clients independently.

What the Role Offers

Competitive salary and benefits package.

Hybrid working and opportunities for international secondments.

Emphasis on work-life balance and wellbeing.

Flexible vacation policy.

Medical and pension coverage.

Active CSR and community engagement programs.

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