Private Client Tax Manager - Hybrid | Path to Director

Insite US; St Albans; Hybride; GBP 70 000 - 85 000; Plein temps

Résumé du poste

Insite US in St Albans is seeking a Private Client Tax Manager to join a well-established accountancy and advisory firm. You will manage a portfolio of high-net-worth clients, provide advisory support on income, capital gains and inheritance taxes, and collaborate with partners and specialists to deliver tailored planning.

The role offers hybrid working, a clear path towards Director, and direct client contact with family groups, trusts and estates. CTA qualified candidates strongly preferred.

Qualifications

• CTA qualified, or qualified by experience.
• Experience advising high-net-worth individuals, trusts and estates.
• Technically strong across personal tax, capital gains tax and inheritance tax.

Responsabilités

• Manage a portfolio of high-net-worth and ultra-high-net-worth private clients.
• Advise individuals, families, trustees and family investment structures.
• Oversee preparation and review of personal, trust and estate tax returns.
• Provide advice on income tax, capital gains tax and inheritance tax and trust taxation.
• Support on estate planning, succession planning and family wealth structures.
• Identify opportunities to add value and support business development.
• Supervise, coach and develop junior members of the tax team.

Connaissances

CTA / Qualified

Client relationship mgmt

Tax advisory

Estate & trust tax

Team coaching

Description du poste

Insite US in St Albans is seeking a Private Client Tax Manager to join a well-established accountancy and advisory firm. You will manage a portfolio of high-net-worth clients, provide advisory support on income, capital gains and inheritance taxes, and collaborate with partners and specialists to deliver tailored planning.

The role offers hybrid working, a clear path towards Director, and direct client contact with family groups, trusts and estates. CTA qualified candidates strongly preferred.