Private Client Tax Manager

Insite Public Practice Recruitment Limited; Lancashire; On-site; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Insite Public Practice Recruitment Limited in Manchester seeks a Private Client Tax Manager to service high-net-worth individuals, entrepreneurs and business owners, taking ownership of a growing portfolio and advising on Income Tax, CGT and IHT.

The role offers £60,000 - £70,000 plus competitive benefits, with a strong emphasis on advisory work and building lasting client relationships in a forward-thinking practice.

Qualifications

• Strong UK private client tax experience.
• ACA, CTA or equivalent qualification.
• Experience advising HNW individuals, entrepreneurs or business owners.
• Strong Income Tax, CGT and IHT knowledge.
• Exposure to trusts, estates or succession planning.
• Excellent relationship-building skills.
• Confidence dealing with senior clients.
• A genuine interest in advisory work.
• Commercial curiosity and a desire to build a strong client network.

Responsibilities

• Managing a portfolio of high-value private clients.
• Advising on Income Tax, CGT and IHT.
• Supporting business owners through acquisitions and disposals.
• Advising on tax-efficient extraction and remuneration.
• Working on succession and family wealth planning.
• Supporting trust and estate planning.
• Advising shareholders on their personal tax position.
• Identifying opportunities to improve clients' overall tax position.
• Developing long-term relationships with entrepreneurs and business owners.
• Reviewing work and mentoring junior members of the team.
• Helping develop new opportunities and grow your own network.

Skills

Private client tax

Relationship building

Advisory experience

Income tax knowledge

CGT knowledge

IHT knowledge

Trusts & estates

Education

ACA / CTA

Job description

Private Client Tax Manager - Manchester

£60,000 - £70,000 + benefits
Location: Manchester
Role: Private Client Tax Manager

Your clients. Your relationships. Your next move.

Some private client roles are heavily focused on compliance.
This isn't one of them.
We're working with an established and ambitious accountancy practice looking for a Private Client Tax Manager who wants to work with successful individuals, entrepreneurs and business owners - and become the person they turn to when important financial decisions need to be made.
You'll have the opportunity to build genuine client relationships, take ownership of your portfolio and get involved in the more interesting side of private client tax.

What makes the role interesting?

You'll be advising clients across areas including:
HNW Individuals Entrepreneurs Business Owners Families Trusts Estates
Your work could include:

• Managing a portfolio of high-value private clients.
• Advising on Income Tax, CGT and IHT.
• Supporting business owners through acquisitions and disposals.
• Advising on tax-efficient extraction and remuneration.
• Working on succession and family wealth planning.
• Supporting trust and estate planning.
• Advising shareholders on their personal tax position.
• Identifying opportunities to improve clients' overall tax position.
• Working alongside corporate tax, accounts and advisory specialists.
• Developing long-term relationships with entrepreneurs and business owners.
• Reviewing work and mentoring junior members of the team.
• Helping develop new opportunities and grow your own network.

The clients

This is where the role really stands out.
You'll work with people who have complex financial affairs, successful businesses and long-term wealth planning requirements.
Rather than simply preparing a return and moving on, you'll be encouraged to understand the bigger picture:
What are they building? What are they planning? What's next?
You'll then help them navigate the tax implications.

Who are we looking for?

You may already be a Private Client Tax Manager, an Assistant Manager ready to step up, or an ambitious Senior looking for a bigger opportunity.
You'll ideally have:

• Strong UK private client tax experience.
• ACA, CTA or equivalent qualification.
• Experience advising HNW individuals, entrepreneurs or business owners.
• Strong Income Tax, CGT and IHT knowledge.
• Exposure to trusts, estates or succession planning.
• Excellent relationship-building skills.
• Confidence dealing with senior clients.
• A genuine interest in advisory work.
• Commercial curiosity and a desire to build a strong client network.

Why make the move?

Because this is an opportunity to build something.
You'll have the platform to:

• Develop your own client relationships.
• Work with interesting and successful individuals.
• Increase your advisory exposure.
• Build a personal network.
• Work across private client and wider business issues.
• Develop and mentor junior professionals.
• Influence the growth of the Manchester team.
• Progress your career within an ambitious practice.

Package

£60,000 - £70,000 + competitive benefits, depending on experience.
If you're a private client professional who wants to be more than just the person preparing the tax return, this could be a very interesting next move.
Confidential conversations welcome.