Private Client Tax Senior — Hybrid & Growth

Insite US; St Albans; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Career development

Professional qualifications support

Job summary

Insite US in Hertfordshire is seeking an experienced Tax Senior for its private client practice. You will handle UK personal tax returns, CGT, IHT, and trust work while developing advisory responsibilities.

The role offers hybrid working and exposure to high-net-worth individuals and families, with a clear route to Assistant Manager and ongoing professional development. The ideal candidate will have UK private client tax experience, strong compliance skills, and progress towards a professional

Qualifications

• UK private client tax experience is essential.
• Strong personal tax compliance background.
• Experience with CGT, IHT and trusts.
• Exposure to high-net-worth individuals or complex affairs.
• Ability to meet deadlines and own workloads.
• Excellent written and verbal communication.

Responsibilities

• Prepare and review UK personal tax returns.
• Assist with CGT, IHT and trusts work.
• Support estate planning and trust advisory projects.
• Manage a portfolio of clients with supervision.
• Build relationships with clients and advisers.
• Review junior team members' work where appropriate.
• Identify planning opportunities and developments.
• Stay informed on tax legislation and explain changes clearly.

Skills

UK private client tax

Personal tax compliance

CGT

IHT

Trusts

High-net-worth exposure

Deadline management

Communication

Commercial awareness

Professional qualification path

Education

CTA/ATT/ACA or ACCA qualification

Job description

Insite US in Hertfordshire is seeking an experienced Tax Senior for its private client practice. You will handle UK personal tax returns, CGT, IHT, and trust work while developing advisory responsibilities.

The role offers hybrid working and exposure to high-net-worth individuals and families, with a clear route to Assistant Manager and ongoing professional development. The ideal candidate will have UK private client tax experience, strong compliance skills, and progress towards a professional