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Private Client Tax Manager

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Private Client Tax Manager / Senior Manager
If you're an experienced Private Client Tax professional and starting to think about your next move, this is one worth a conversation.
I'm working with an established accountancy practice in St Albans that is looking to add an experienced Private Client Tax Manager or Senior Manager to its team.
You'll be working with a strong portfolio of HNW individuals and private clients, with a varied role covering both compliance and advisory work.
The Role Includes:
- Managing your own portfolio of private clients
- Personal tax compliance and advisory
- HNW tax planning, IHT and CGT
- Trusts and wider private client matters
- Working closely with Partners and having direct client contact
- Supporting and developing more junior members of the team
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
It's a good opportunity for someone who wants interesting clients, genuine responsibility and progression, rather than simply managing a compliance portfolio.
The team is established, supportive and well structured, with the opportunity to take on more responsibility as you develop.
What They're Looking For:
Someone with solid Private Client Tax experience gained within accountancy practice, ideally CTA qualified or working towards it. Manager or Senior Manager level experience would be ideal, although strong Assistant Managers ready for the next step may also be considered.


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Location:
📍 St Albans
Salary:
💰 £65,000-£85,000
Working Arrangement:
🏡 Hybrid working
If you're currently working in Private Client Tax, Personal Tax, Trusts or HNW Tax and would be open to hearing about something new, feel free to message me for a confidential chat.
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