Personal Tax Manager

Insite Group; City Of London; On-site; GBP 65,000 - 75,000; Full time

Job summary

A leading company in the UK is seeking a Private Client Tax Manager to join their expanding team. This role offers the opportunity to manage a unique portfolio of high-profile clients while leading tax advisory work. The ideal candidate will have requisite qualifications and experience, with a strong focus on compliance and client relationship management.

Benefits

Comprehensive professional development and training support

Collaborative environment within a growing, dynamic firm

Career progression opportunities

Qualifications

• Proven experience in a private client tax managerial role.
• Relevant professional qualifications (ACA, ACCA, CTA, or equivalent).
• Deep understanding of personal tax law and regulations.

Responsibilities

• Manage day-to-day aspects of a portfolio of private clients.
• Lead tax advisory work and manage client relationships.
• Mentor and develop Private Client Tax team members.

Skills

Client advisory

Compliance

Analytical and problem-solving abilities

Networking

Education

ACA

ACCA

CTA

Tools

CCH

Croner-i

LexisNexis

Job description

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Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Are you open to joining a fantastic business that can offer long and short term growth?

My client partner with a diverse range of clients, including groups with international structures, helping them navigate complex financial management and compliance challenges. With a client-centric approach, they provide tailored solutions to meet unique needs, building long-term relationships based on trust and expertise. The Private Client team currently consists of 15 professionals, including two Partners and an Associate Partner.

Job Title: Private Client Tax Manager

Location: London Office, W1G

Salary: Up to £75,000!

The Opportunity:

I am seeking an experienced and dynamic Private Client Tax Manager to join their expanding Private Client team. The successful candidate will manage all day-to-day aspects of a portfolio of private clients, with a focus on compliance responsibilities and opportunities to lead tax advisory work. You'll play a key role in managing client relationships, leading projects, and mentoring team members.

Key Responsibilities -

• Act as principal manager contact for a portfolio of private clients, taking full responsibility for compliance work review processes
• Develop and maintain strong client relationships as a trusted advisor
• Support business development opportunities and new client relationship development
• Collaborate with Senior Management Team on portfolio management and team development

Tax Technical Expertise:

• Provide comprehensive personal tax compliance services and identify planning opportunities
• Deliver ad hoc advisory services to High Net Worth Individuals (HNWI) and Owner Managed Business (OMB) clients
• Advise on residence and domicile matters, including UK entry/exit planning and remittance basis changes
• Handle trust structuring, both offshore and UK, including tax implications and benefits
• Provide international tax planning for cross-border interests, including double taxation treaties
• Deliver estate planning to minimize inheritance tax liabilities
• Support family business advisory including succession planning and governance structures

Team Development & Management:

• Mentor and develop Private Client Tax team members at all levels
• Conduct personal development reviews and provide performance feedback
• Support training initiatives and improve team efficiency
• Ensure high standards of performance and professional growth
• Manage successful delivery of personal tax compliance functions
• Identify and mitigate tax risks while ensuring technical and ethical compliance
• Monitor budgets, recoveries, and billing processes
• Provide fee quotes and manage commercial aspects of client service

Essential Requirements -

Qualifications & Experience:

• Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm
• Relevant professional qualifications (ACA, ACCA, CTA, or equivalent)
• Deep understanding of personal tax law and regulations
• Strong track record in client advisory work and relationship management
• Experience in leading projects and managing teams

Technical Skills:

• Proficiency in tax software (CCH) and tax research platforms (Croner-i/LexisNexis)
• Excellent analytical and problem-solving abilities with strategic mindset
• Commercial mindedness with experience in financial management of client services

Personal Qualities:

• Entrepreneurial mindset with ability to identify business opportunities
• Strong communication skills, able to simplify complex tax issues for clients
• Strong ethical standards and commitment to maintaining confidentiality
• Excellent leadership skills with experience in team development and mentoring
• Ability to work collaboratively in a fast-paced environment and manage multiple priorities
• Strong networking abilities and enjoys cross-team collaboration
• Takes pride in delivering high-quality work and exceeding client expectations

What do they offer?

• Opportunity to work with a diverse portfolio of high-profile private clients
• Collaborative environment within a growing, dynamic firm
• Career progression opportunities within an expanding practice
• Involvement in strategic business development and practice growth
• Comprehensive professional development and training support

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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