Private Client Tax Manager – HNW Advisory & Mentorship

Insite US; Leeds; On-site; GBP 55,000 - 65,000; Full time

Job summary

Insite US is recruiting an experienced Private Client Tax Manager in Leeds. The role focuses on managing a varied portfolio of high-net-worth individuals, families, trusts and estates, providing both compliance and advisory support beyond straightforward tax returns.

The successful candidate will handle UK personal tax matters, review Self Assessment tax returns, and guide junior staff while developing client relationships and opportunities for additional advisory work.

Qualifications

• Experience in UK private client tax and advisory work.
• Ability to manage a client portfolio and build relationships.

Responsibilities

• Manage a portfolio of high-net-worth private clients, families, trusts and estates.
• Oversee preparation/review of Self Assessment tax returns.
• Provide advice on UK income tax and capital gains tax matters.
• Work with trusts, estates, partnerships and owner-managed businesses.
• Support business owners with personal tax affairs and planning.
• Identify opportunities to provide additional advisory services and develop junior staff.

Skills

Private client tax

Education

ACA/CTA/ATT qualified

Job description

Insite US is recruiting an experienced Private Client Tax Manager in Leeds. The role focuses on managing a varied portfolio of high-net-worth individuals, families, trusts and estates, providing both compliance and advisory support beyond straightforward tax returns.

The successful candidate will handle UK personal tax matters, review Self Assessment tax returns, and guide junior staff while developing client relationships and opportunities for additional advisory work.