Private Client Tax Manager/ Senior Manager

Insite US; St Albans; Hybrid; GBP 70,000 - 85,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

CTA / Qualified

Client relationship mgmt

Tax advisory

Estate & trust tax

Team coaching

Job description

Private Client Tax Manager

Location:

St Albans

Salary:

£70,000-£85,000, depending on experience

Working pattern:

Hybrid

Employment type:

Full-time

The opportunity

We are working with a well-established accountancy and advisory firm in St Albans that is looking to appoint an experienced Private Client Tax Manager.

This is an excellent opportunity for a technically strong tax professional who enjoys working closely with high-net-worth and ultra-high-net-worth individuals, trusts, estates and family groups. The role offers genuine advisory exposure, direct client contact and a clear route towards Director.

You will join a collaborative private client team advising clients on a broad range of personal and trust tax matters. The firm has a strong reputation for delivering high-quality, commercially focused advice and building long-term client relationships.

The role

As Private Client Tax Manager, you will:

• Manage a portfolio of high-net-worth and ultra-high-net-worth private clients.
• Advise individuals, families, trustees, executors and family investment structures.
• Oversee the preparation and review of personal, trust and estate tax returns.
• Provide advice on income tax, capital gains tax, inheritance tax and trust taxation.
• Advise on estate planning, succession planning and family wealth structures.
• Support clients with tax-efficient remuneration, investments and disposals.
• Assist with inheritance tax planning and the administration of estates.
• Review complex tax computations, returns and advisory work prepared by the team.
• Manage a range of advisory projects from initial scoping through to completion.
• Build strong, trusted relationships with clients and their wider professional advisers.
• Work closely with partners, directors, lawyers, investment managers and other specialists.
• Identify opportunities to provide additional value and support business development activity.
• Supervise, coach and develop junior members of the private client tax team.
• Contribute to the continued growth and development of the private client offering.

The clients

You will work with a varied portfolio that may include:

• High-net-worth and ultra-high-net-worth individuals.
• Entrepreneurs, business owners and senior executives.
• Family groups and family investment companies.
• Trusts and trustees.
• Estates and executors.
• Non-domiciled and internationally connected individuals.
• Clients with complex investment, property and business interests.

About you

You will ideally be:

• CTA qualified, or qualified by experience.
• An experienced Private Client Tax Manager, Assistant Manager or Senior Manager.
• Experienced in advising high-net-worth individuals, trusts and estates.
• Technically strong across personal tax, capital gains tax and inheritance tax.
• Comfortable handling complex advisory work and managing client relationships.
• Commercially aware, with the ability to understand clients' wider objectives.
• Confident communicating with clients and professional advisers.
• Experienced in reviewing work and supporting the development of junior colleagues.
• Organised, proactive and able to manage competing deadlines.
• Interested in progressing towards a Director-level position.

Experience with trusts, estates, family investment companies, international tax matters or non-domiciled clients would be advantageous.

What is on offer

• Salary of £70,000-£85,000, depending on experience.
• Genuine advisory exposure across a sophisticated private client portfolio.
• A clear and supported route towards Director.
• The opportunity to work with HNW and UHNW individuals, trusts, estates and family groups.
• A varied role with significant client contact and responsibility.
• Supportive leadership and a collaborative working environment.
• Ongoing technical, professional and career development.
• Hybrid working and a strong work-life balance.
• The opportunity to play a key role in the continued growth of the private client team.