Private Client Tax Manager

Insite Group; New Forest; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading firm in the South East of England is seeking a Private Client Tax Manager to deliver top-tier advisory services, focusing on Inheritance Tax and managing complex tax returns. This role offers a competitive salary and opportunities for professional development.

Benefits

Competitive salary

Contributory pension scheme

Private Medical Insurance

25.5 days leave plus bank holidays

Flexible working policies

Employee Assistance Programme

Continuous support and development

Qualifications

• Experience managing complex client portfolios.
• Understanding of private client tax issues.

Responsibilities

• Manage complex tax returns ensuring compliance.
• Provide advisory support on Inheritance Tax.
• Engage in business development activities.

Skills

Communication

Business Development

Collaboration

Education

Qualified CTA

Job description

5 days ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Private Client Tax Manager
Top 40 Firm, South East Office
Up to £65,000!!!

A fantastic opportunity within the South East of England - As a Private Client Tax Manager, you will work with a diverse client base, focusing primarily on delivering top-tier advisory services focused on Inheritance Tax and other private client tax matters. You'll also manage a portfolio of complex tax returns, ensuring full compliance, while playing a key role in driving business development and building lasting client relationships.

About Them:

With 200 years of history, my client are an award-winning professional services firm that provide a full range of accountancy, business advisory and wealth services, tailored to clients' needs. They guide clients, colleagues and communities to a brighter future. They strive to help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.

Private Client Tax Manager
Top 40 Firm, South East Office
Up to £65,000!!!

A fantastic opportunity within the South East of England - As a Private Client Tax Manager, you will work with a diverse client base, focusing primarily on delivering top-tier advisory services focused on Inheritance Tax and other private client tax matters. You'll also manage a portfolio of complex tax returns, ensuring full compliance, while playing a key role in driving business development and building lasting client relationships.

About Them:

With 200 years of history, my client are an award-winning professional services firm that provide a full range of accountancy, business advisory and wealth services, tailored to clients' needs. They guide clients, colleagues and communities to a brighter future. They strive to help businesses, not for profit organisations, individuals and families with more than just accountancy, business and wealth advice.


What sets them apart is the process of getting to know you, understanding your goals, supporting and advising you on your journey to help you realise your ambitions. In addition they are proud to be B Corp certified, demonstrating their commitment to the environmental, social and governance programme which is central to their purpose and vision.

About the role:

• Manage a small portfolio of complex tax returns, ensuring compliance with all relevant regulations.
• Provide advisory support with a primary focus on Inheritance Tax, as well as other areas such as global mobility, share schemes, and EIS.
• Collaborate with the wider team, offering technical expertise and supporting advisory work for clients.
• Develop and maintain strong client relationships, delivering high-quality tax services.
• Engage in business development activities, including networking, generating work internally, and contributing to the firm's marketing efforts.
• Support the firm's growth by writing publications and assisting in building the firm's online presence.
• Travel to other offices or client sites as required.

What I am looking for:

• Qualified CTA or equivalent qualification is essential.
• Experience in managing a portfolio of complex clients, with an understanding of private client tax issues such as Inheritance Tax, global mobility, and share schemes.
• Strong communication skills with the ability to develop relationships with clients and colleagues.
• A proactive approach to business development and marketing.
• Ability to work collaboratively within a team while also taking ownership of individual client matters.
• A sector specialism would be advantageous but is not essential.

What they can offer:

• Financial wellbeing - competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
• Leave - 25.5 days plus bank holidays, holiday buying.
• Mental wellbeing - hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling.
• Physical wellbeing -Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
• Recognition - monthly nominations for financial awards based on culture and values
• Development - they offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses.
• Diversity, inclusion and belonging - they operate several family-friendly policies and take proactive steps to create an inclusive environment
• ESG - give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support the commitment to charitable causes
• Travel - other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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