Personal Tax Manager

Overview

Job Title: Personal Tax Assistant Manager or Manager (depending on experience)

Location: St Albans (hybrid)

Package: £55,000-£70,000 (higher for more experienced), 25 days holiday + bank holidays, plus many additional benefits.

Working Hours: Full time or Part time, Monday – Friday, 37.5 hours, core hours 10am – 4:30pm.

Responsibilities

• Manage a diverse portfolio of personal tax clients, primarily UK‑based with international elements including non‑UK trusts, arrivals and departures.
• Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines.
• Act as the main day‑to‑day contact for clients, delivering high‑quality service and handling routine correspondence proactively.
• Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters.
• Attend and assist with client meetings, prepare meeting notes, and coordinate follow‑up actions within agreed timelines and budgets.
• Liaise with clients and third‑party advisers to gather information required for tax compliance and advisory work.
• Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions.
• Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing.

Requirements

• Minimum requirement: CTA qualified.
• At least 4 years of private client experience.
• Experience with CCH packages and SharePoint (advantageous).
• Excellent organisational, technical, interpersonal and communication skills.

Salary & Benefits

• Salary flexible based on experience, ranging from £55000 to £70000 (higher for senior managers).
• 25 days holiday plus bank holidays, increasing with years of service up to 28 days.
• Salary sacrifice pension up to 5%; auto‑enrolment into pension; death-in-service benefits of 4× salary.
• Enhanced maternity and paternity pay.
• Season ticket loan or car parking loan.
• Hybrid working – 60% office, 40% remote; core working hours, and if contracted hours are met, option to take Friday afternoons off.

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