Private Client Tax Manager

Insite Finance; Chatham; Hybrid; GBP 50,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Progression opportunities

Exposure to advisory work

Pension and healthcare

Job summary

Insite Finance in Chatham, Kent, is seeking a Private Client Tax Manager. The role blends advisory work with relationship management, taking ownership of client portfolios and contributing to the growth of the private client offering. Hybrid working is available.

Youll provide bespoke tax advice to private clients, including business owners and high-net-worth individuals, and collaborate with senior colleagues on advisory projects. Salary £50,000–£58,000 depending on experience.

Qualifications

• CTA qualification or equivalent
• Experience managing your own client portfolio
• Strong organisational skills with ability to manage priorities
• Confident communicator with a client-focused approach
• Collaborative mindset supporting colleagues

Responsibilities

• Provide bespoke tax advice to private clients including business owners and high-net-worth individuals
• Build and maintain strong client relationships through proactive communication
• Support and attend client meetings, contributing to strategic discussions
• Manage your own portfolio with high standards of delivery
• Assist with business development and identify opportunities
• Collaborate with senior team on advisory projects
• Contribute to growth of the private client team within the practice

Skills

Client portfolio management

Organisational skills

Communication

Collaborative mindset

Education

CTA qualification or equivalent

Job description

Private Client Tax Manager
Chatham (Hybrid working available) £50k - £58k pa
Practice Firm

There's a point in your tax career where you want more than just a portfolio to maintain. You want proper advisory exposure, meaningful client relationships, and a role where you can influence outcomes rather than just report them. This is very much geared towards that next step.

A growing practice firm is looking to appoint a Private Client Tax Manager to join its expanding advisory team. You'll work closely with experienced senior professionals while taking ownership of client relationships and contributing to the development of the private client offering.

This is a role that balances technical work with commercial awareness, giving you the platform to build both your expertise and your profile within the accountancy practice.

As a Private Client Tax Manager, you'll support a diverse client base with tailored tax advice while helping drive the growth of the advisory function. Based in Chatham, with hybrid flexibility, you'll play a visible role within a collaborative accountancy practice environment.

What you'll be doing

• Providing bespoke tax advice to a range of private clients including business owners and high-net-worth individuals
• Building and maintaining strong client relationships through clear, proactive communication
• Supporting and attending client meetings, contributing to strategic discussions
• Managing your own portfolio while ensuring high standards of delivery
• Assisting with business development activity including networking and identifying opportunities
• Collaborating with senior team members on more complex advisory projects
• Contributing to the continued growth of the private client team within the accountancy practice

What we're looking for

• CTA qualified or qualified by experience within an practice
• Experience managing your own client portfolio
• Strong organisational skills with the ability to manage competing priorities
• Confident communicator with a client-focused approach
• Collaborative mindset with the ability to support and work alongside colleagues
• Willingness to travel where required

What's on offer

• Salary between £50,000 and £58,000 depending on experience
• Hybrid working model with flexibility around time in Chatham
• Clear progression opportunities within a growing practice
• Exposure to a broad range of advisory work and client types
• Competitive benefits package including pension, healthcare, and bonus potential
• Ongoing development with structured training and progression pathways

This is an excellent opportunity for a Private Client Tax Manager looking to step into a more advisory-focused role within an practice in Kent.