Private Client Tax Consultant

Insite US; Leatherhead; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work

Exposure to HNW

Compliance & advisory

Professional development

Supportive environment

Clear progression

Job summary

Insite US in Leatherhead is seeking a Private Client Tax Consultant to join its specialist tax team. You will handle a varied portfolio of private clients, including HNW individuals, trusts and estates, with a mix of compliance and advisory work.

You will work closely with senior team members, manage relationships, prepare personal tax returns, advise on CGT, IHT and trusts, and support tax planning and wider advisory projects. A proactive attitude and strong client communication are essential.

Qualifications

• Experience in UK private client tax is essential.
• Exposure to trusts, estates, CGT and IHT is desirable.
• Experience in UK accountancy or tax practice is preferred.
• Strong communication and client relationship skills are required.

Responsibilities

• Manage and develop relationships with private clients.
• Prepare and review personal tax returns.
• Advise on CGT, IHT, income tax and trusts.
• Support tax planning and wider advisory projects.
• Assist with trust and estate work.
• Deal with HMRC correspondence and enquiries.
• Research technical tax matters and keep up to date with legislation.
• Collaborate with colleagues across the wider tax team.
• Support junior members of the team where required.

Skills

UK personal tax

Private client portfolio

Client relationships

CGT/IHT knowledge

Education

CTA/ACA/ACCA qualified or working towards

Job description

An established accountancy practice is looking to appoint a Private Client Tax Consultant to join its specialist tax team.

This is an opportunity to work with a varied portfolio of private clients, gaining exposure to HNW individuals, trusts, estates and owner-managed businesses, alongside a mixture of compliance and advisory work.

The Role

You’ll work closely with senior members of the team and take responsibility for a range of private client tax matters, including:

• Managing and developing relationships with private clients
• Preparing and reviewing personal tax returns
• Working with HNW individuals, business owners, trusts and estates
• Advising on areas including CGT, IHT, income tax and trusts
• Supporting tax planning and wider advisory projects
• Assisting with trust and estate work
• Dealing with HMRC correspondence and enquiries
• Researching technical tax matters and keeping up to date with legislation
• Working collaboratively with colleagues across the wider tax team
• Supporting junior members of the team where required

What We're Looking For

• CTA, ACA or ACCA qualified, or working towards a relevant qualification
• Previous experience within a UK accountancy or tax practice
• Strong personal tax experience
• Experience managing or working with a private client portfolio
• Good technical knowledge of UK personal tax
• Exposure to trusts, estates, CGT and/or IHT
• Strong communication and client relationship skills
• A proactive approach and willingness to develop your advisory experience

What's on Offer

• Competitive salary and benefits
• Hybrid and flexible working
• Exposure to HNW and complex private client work
• A mix of compliance and advisory experience
• Strong technical and professional development
• Supportive working environment
• Clear progression opportunities

For more information or a confidential conversation, get in touch.