Job Description:

Job Title: Personal Tax Assistant Manager or Manager (dependant on experience)
Location: St Albans (hybrid)
Package: £55,000-£70,000 (higher DOE), hybrid working, 25 days hol +BH, and much more!
Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours: 10am - 4:30pm

A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026

Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don't want to miss

Private Client Tax Manager Job 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.

Private Client Tax Manager Job Requirements

• Minimum requirement to be CTA qualified
• Must have a minimum of 4 years private client experience
• Experience in CCH packages and SharePoint is advantageous
• Excellent organisational, technical, interpersonal, and communication skills

Private Client Tax Manager Salary & Benefits

• Salary is flexible depending on experience, ranging from £55k-70k (higher for more senior managers)
• 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days
• Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay
• Season ticket loan or car parking loan
• Hybrid working - 60% office, 40% remote
• Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off!
• And much more

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.