Private Client Tax Manager

Insite Group; West of England; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

Insite Group in City of Bristol is seeking a Private Client Tax Manager to join the International Team. You will deliver exceptional tax compliance and advisory services for a diverse portfolio, including high-net-worth individuals, non-UK residents, and cross-border matters.

The role covers residency, overseas income, and offshore assets, with exposure to TRF and IHT planning for LTRs/non-LTRs. You will develop client relationships and coach junior staff in a hybrid Bristol setting.

Qualifications

• CTA qualified (or equivalent) with strong technical tax knowledge.
• Experience handling private client matters including international issues.

Responsibilities

• Managing a portfolio of private clients, including HNW individuals and international matters.
• Preparing and reviewing tax returns and advising on ongoing compliance.
• Drafting advice on residency, the FIG regime, TRF, and international tax planning including IHT for LTRs/non-LTRs.
• Advising on overseas income and gains, including foreign investments and property.
• Supporting clients with double tax relief claims and cross-border considerations.
• Providing CGT advice relating to property, shares, and other assets for UK and non-UK residents.
• Assisting with offshore income disclosures and reporting requirements.
• Maintaining client relationships and delivering practical, commercial advice.
• Reviewing junior team members' work and coaching them.

Skills

Private client tax

Cross-border tax

Residency rules

Tax planning

Education

CTA qualification

Job description

Job Title: Private Client Tax Manager - International Team

Location: City of Bristol - hybrid working model

The Role:

Here is an opportunity to join a dynamic Private Client tax team, and have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of individuals, including clients with international issues, non-UK residents/long-term residents (LTRs), and high-net-worth (HNW) individuals. You will play a key role in advising on cross-border tax matters, helping clients navigate complex areas such as residency, overseas income, and offshore assets.

What to expect day-to-day:

• Managing a portfolio of private clients, including HNW individuals, clients with international matters, and some trusts
• Preparing and reviewing tax returns and supporting clients with their ongoing compliance obligations
• Drafting advice on areas including residence, the FIG regime, temporary repatriation facility (TRF) and international tax planning including IHT advice for LTRs/non-LTRs
• Advising clients on the tax treatment of overseas income and gains, including foreign investments and property
• Supporting clients with double tax relief claims and wider cross-border tax considerations
• Providing CGT advice relating to property, shares, and other assets for UK and non-UK resident individuals
• Assisting clients with offshore income, disclosures, and reporting requirements
• Building strong relationships with clients and providing practical, commercially focused advice
• Reviewing the work of junior team members and supporting their development through coaching and guidance
• Requesting, collating, and maintaining client information, particularly relating to overseas income and assets
• Maintaining direct contact with clients, HMRC, and professional advisers to deliver an excellent client experience
• Identifying opportunities to provide additional value to clients and collaborating with colleagues across the wider firm

About you:

• Previous experience in a personal tax compliance and advisory role, with exposure to international and private client matters
• CTA qualified (or equivalent), with strong technical tax knowledge
• Good understanding of residence, the FIG regime and TRF, and cross-border tax issues affecting individuals
• Experience preparing and reviewing tax returns involving foreign income, gains, or offshore matters
• Preferably experience dealing with offshore trusts, but not essential
• Confident managing client relationships and delivering advice in a clear and practical manner
• Able to balance competing priorities and manage deadlines effectively
• Strong attention to detail and commitment to delivering high-quality work
• Professional, approachable, and able to build rapport with clients and colleagues alike
• Experience supporting and developing junior team members would be advantageous