Private Client Tax Manager - Watford

Insite US; Watford; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Competitive benefits package

Job summary

Insite US in Watford is seeking a Private Client Tax Manager to lead a portfolio of high-net-worth individuals, families, trusts and business owners, delivering practical advice across personal tax, trusts and wealth planning. The role combines compliance oversight with advisory work in a close-knit private client team.

The successful candidate will hold CTA/ACA/ACCA or equivalent or be pursuing; experience with HNW clients, strong knowledge of income tax, CGT and IHT; excellent communication

Qualifications

• CTA, ACA, ACCA or equivalent qualification, or be working towards one.
• Experience with HNW individuals, trusts and estates.
• Strong knowledge of income tax, CGT and IHT.
• Experience in compliance and tax planning.
• Excellent communication and organisational skills
• Experience reviewing work or supporting junior colleagues.
• A commercial, client-focused approach.

Responsibilities

• Manage HNW and UHNW individuals, trusts and family groups.
• Oversee personal, partnership, trust and estate tax returns.
• Advise on income tax, capital gains tax and inheritance tax.
• Support wealth structuring, succession and estate planning.
• Advise on trust taxation, property, investments and business interests.
• Manage client relationships, deadlines, budgets and billing.
• Review work and support junior team members.
• Identify advisory opportunities and collaborate with wider teams.
• Keep up to date with tax legislation and HMRC practice.

Job description

Private Client Tax Manager

Location: Watford

Salary: £60,000-£80,000

Working pattern: Hybrid

Employment type: Permanent

About the role

An established professional services firm is seeking a Private Client Tax Manager to join its growing Watford team.

You will manage a portfolio of high-net-worth individuals, families, trustees and business owners, providing practical advice across personal tax, trusts and wealth planning.

Key responsibilities

• Manage HNW and UHNW individuals, trusts and family groups.
• Oversee personal, partnership, trust and estate tax returns.
• Advise on income tax, capital gains tax and inheritance tax.
• Support wealth structuring, succession and estate planning.
• Advise on trust taxation, property, investments and business interests.
• Manage client relationships, deadlines, budgets and billing.
• Review work and support junior team members.
• Identify advisory opportunities and collaborate with wider teams.
• Keep up to date with tax legislation and HMRC practice.

About you

You will have strong private client tax experience and be confident managing clients and complex work.

Ideally, you will have:

• CTA, ACA, ACCA or equivalent qualification, or be working towards one.
• Experience with HNW individuals, trusts and estates.
• Strong knowledge of income tax, CGT and IHT.
• Experience in compliance and tax planning.
• Excellent communication and organisational skills
• Experience reviewing work or supporting junior colleagues.
• A commercial, client-focused approach.

What is on offer

• Salary of £60,000-£80,000, depending on experience.
• Varied HNW and UHNW client portfolio.
• Strong mix of compliance and advisory work.
• Direct client contact and progression opportunities.
• Supportive leadership and specialist colleagues.
• Hybrid working from the Watford office.
• Competitive benefits package.

About the firm

You will join a well-established independent firm advising private clients, families, entrepreneurs and their businesses.

The private client team works closely with specialists across tax, business services, wealth planning and transaction advisory.