Private Client Tax Manager | Hybrid, HNW & Trusts

Insite US; Oakley; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Insite US in Bedforshire is seeking an experienced Personal Tax Manager to join a hybrid, client-facing team. You will manage a varied portfolio of private clients, including HNW individuals, directors and business owners, overseeing personal tax compliance and advisory work.

The role emphasizes reviewing tax returns, identifying planning opportunities, and providing guidance to junior staff within a growing practice. A UK practice background and ACA/ACCA/CTA qualification are required.

Qualifications

• Experience in managing a portfolio of private clients with high-net-worth individuals.
• Strong technical knowledge across personal tax, trusts and estates.
• Excellent client management and communication skills.

Responsibilities

• Managing a varied portfolio of private clients including HNW individuals, directors, business owners, trusts and estates.
• Overseeing personal, trust and estate tax compliance.
• Reviewing tax returns and ensuring high-quality delivery of work.
• Advising clients on CGT, IHT, income tax and trusts.

Skills

Client relationship management

Tax advisory

Tax compliance

HNW tax

Education

ACA/ACCA/CTA qualification

Job description

Insite US in Bedforshire is seeking an experienced Personal Tax Manager to join a hybrid, client-facing team. You will manage a varied portfolio of private clients, including HNW individuals, directors and business owners, overseeing personal tax compliance and advisory work.

The role emphasizes reviewing tax returns, identifying planning opportunities, and providing guidance to junior staff within a growing practice. A UK practice background and ACA/ACCA/CTA qualification are required.