Private Client Tax Manager - Advisory Focus (Hybrid)

Insite Finance; Chatham; Hybrid; GBP 50,000 - 58,000; Full time

Benefits offered by this job

Hybrid working

Progression opportunities

Exposure to advisory work

Pension and healthcare

Job summary

Insite Finance in Chatham, Kent, is seeking a Private Client Tax Manager. The role blends advisory work with relationship management, taking ownership of client portfolios and contributing to the growth of the private client offering. Hybrid working is available.

Youll provide bespoke tax advice to private clients, including business owners and high-net-worth individuals, and collaborate with senior colleagues on advisory projects. Salary £50,000–£58,000 depending on experience.

Qualifications

• CTA qualification or equivalent
• Experience managing your own client portfolio
• Strong organisational skills with ability to manage priorities
• Confident communicator with a client-focused approach
• Collaborative mindset supporting colleagues

Responsibilities

• Provide bespoke tax advice to private clients including business owners and high-net-worth individuals
• Build and maintain strong client relationships through proactive communication
• Support and attend client meetings, contributing to strategic discussions
• Manage your own portfolio with high standards of delivery
• Assist with business development and identify opportunities
• Collaborate with senior team on advisory projects
• Contribute to growth of the private client team within the practice

Skills

Client portfolio management

Organisational skills

Communication

Collaborative mindset

Education

CTA qualification or equivalent

Job description

Insite Finance in Chatham, Kent, is seeking a Private Client Tax Manager. The role blends advisory work with relationship management, taking ownership of client portfolios and contributing to the growth of the private client offering. Hybrid working is available.

Youll provide bespoke tax advice to private clients, including business owners and high-net-worth individuals, and collaborate with senior colleagues on advisory projects. Salary £50,000–£58,000 depending on experience.