Private Client Tax Manager

Insite US; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Insite US in London is seeking a Private Client Tax Manager to lead a portfolio of high-net-worth clients. You will deliver end-to-end personal tax compliance while taking on advisory work in areas such as IHT, CGT, trusts and succession planning.

You will work closely with Partners and senior staff, build strong client relationships, and identify opportunities to expand client advisory services beyond routine compliance tasks.

Qualifications

• Experience in Private Client / Personal Tax with ownership of client portfolios.
• Experience delivering personal tax compliance end-to-end.

Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts and private clients.
• Deliver personal tax compliance from start to finish.
• Review complex self-assessment and tax computations.
• Advise clients on income tax, CGT, IHT and trusts.
• Engage in tax planning and advisory projects beyond compliance.
• Collaborate with Partners and senior team members on complex matters.
• Build and maintain strong client relationships as a trusted contact.
• Identify opportunities to provide additional advisory services.
• Review work of junior team members and support their development.
• Support the wider private client team with technical queries.

Skills

Private Client / Personal Tax

Assistant Manager or Manager level

IHT and CGT

Trusts and estates

Income tax advisory

Portfolio management

Client relationship management

Reviewing junior staff work

Tax planning & advisory projects

CTA/ACA/ACCA desirable

Education

CTA and/or ACA/ACCA

Job description

We're working with a well-established accountancy firm in London that is looking to bring in a Private Client Tax Manager to join its growing tax team.

This would suit someone who enjoys working closely with private clients and wants a role that goes beyond simply completing compliance work. You'll have the opportunity to take ownership of a portfolio, build strong client relationships and get involved in more interesting advisory work across areas such as IHT, CGT, trusts and succession planning.

The Role

• Managing a portfolio of high-net-worth individuals, families, trusts and private clients
• Taking responsibility for the delivery of personal tax compliance work from start to finish
• Reviewing complex self-assessment and tax computations
• Advising clients on income tax, CGT, IHT and trusts
• Getting involved in tax planning and advisory projects, rather than being purely compliance focused
• Working with Partners and senior members of the team on more complex client matters
• Building and maintaining strong relationships with clients and acting as a trusted point of contact
• Identifying opportunities to provide additional advice and support to existing clients
• Reviewing work produced by junior members of the team and helping to develop more junior staff
• Supporting the wider private client team with technical queries and more complex assignments

The Clients

You’ll be working with a varied private client base, which could include:

• HNW and UHNW individuals
• Business owners and entrepreneurs
• Directors and shareholders
• Families and family groups
• Trusts and estates
• Individuals with significant investment portfolios
• Clients with complex UK and international tax affairs

What They're Looking For

Ideally, you'll have:

• Strong experience within Private Client / Personal Tax
• Previous experience at Assistant Manager or Manager level
• Good technical knowledge across IHT, CGT, trusts and income tax
• Experience managing your own portfolio of clients
• The confidence to speak directly with clients and provide practical advice
• Experience reviewing work and supporting more junior team members
• Ideally CTA and/or ACA/ACCA qualified, although strong relevant experience will also be considered

The Opportunity

This isn't intended to be a role where you're simply sat completing tax returns all day.

The firm is looking for someone who wants to develop their advisory exposure, work with interesting private clients and have genuine responsibility for their portfolio. There's also scope to progress as the team continues to grow.