Private Client Tax Manager

Insite US; Leeds; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Clear progression

Supportive leadership

Job summary

Insite US in North Yorkshire is seeking a Private Client Tax Manager to grow its advisory-focused tax team, handling a diverse portfolio of high-net-worth individuals, families, trusts and estates.

You will deliver compliance and complex planning, mentor juniors, and build long-term client relationships in a hybrid working environment.

Qualifications

• Experience delivering private client tax advisory and planning.
• Ability to review personal tax compliance and advise on CGT/IHT.
• Strong client relationship management is essential.

Responsibilities

• Manage a portfolio of private clients.
• Review personal tax compliance work.
• Deliver CGT, IHT and trust planning advice.
• Support succession and estate planning projects.
• Build long-term client relationships.
• Mentor junior team members.

Skills

Private client tax

Client meetings

Advisory exposure

Job description

Looking for a Private Client role that offers more than just compliance?

An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.

Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you'll play a key role in delivering both compliance and complex tax planning solutions.

What's on Offer

• depending on experience
• Hybrid and flexible working
• Strong focus on advisory projects
• High-quality private client portfolio
• Clear progression opportunities
• Supportive and approachable leadership team

Your Role

• Manage a portfolio of private clients
• Review personal tax compliance work
• Deliver CGT, IHT and trust planning advice
• Support succession and estate planning projects
• Build long-term client relationships
• Mentor junior team members

Ideal Background

• Comfortable leading client meetings
• Advisory exposure preferred

This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.