Private Client Tax Assistant Manager

About the role

This position supports a leading UK accountancy firm in delivering high‑quality private client tax services from its St Albans office. You will act as a case‑handler for complex personal tax matters while also managing routine client affairs.

Key responsibilities

• Manage a mixed portfolio of personal tax clients, handling both complex and straightforward cases.
• Assist senior managers and partners with advisory work, including IHT, pension and residency planning reports.
• Prepare, review and file income tax, National Insurance and capital gains tax returns.
• Liaise with third‑party professionals and clients to gather necessary information.
• Attend client meetings, ensure timely delivery of work and maintain budgetary control.
• Research new technical tax areas and support s9A enquiries and digital disclosures.
• Serve as the primary day‑to‑day contact for assigned clients and manage routine correspondence.

Required profile

• CTA qualification.
• Minimum of 4 years’ experience in private client tax.
• Strong organisational abilities to meet HMRC deadlines.
• Proficiency in Microsoft Word and Excel; training provided for firm‑specific AI tools.

Required skills

• Microsoft Word
• Microsoft Excel

What we offer

• Competitive salary package (£50,000‑£65,000 per year).
• Opportunities for professional growth within a leading accountancy practice.
• Exposure to a wide range of tax and financial planning services.
• Access to an international client base.