Private Client Tax Senior Manager

Insite US; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Insite US in the UK is seeking a Senior Manager to lead a sophisticated Private Client tax portfolio for high-net-worth individuals, combining technical tax advisory with client leadership and team oversight.

The role offers autonomy over your portfolio, visibility with senior leadership and the chance to mentor junior staff while shaping the growth of the private client tax practice.

Qualifications

• Experience managing a complex client portfolio.
• Comfortable reviewing work and developing junior staff.

Responsibilities

• Lead complex Private Client tax work and advisory projects.
• Advise on personal tax planning and compliance.
• Manage key client relationships and meetings.
• Review work and maintain high technical standards.
• Mentor and develop junior team members.
• Identify opportunities with existing and prospective clients.
• Support technical development and training within the team.

Skills

Client portfolio management

Mentoring junior staff

Leadership

Tax advisory

Relationship management

Job description

A well-established UK accountancy firm is strengthening its Private Client Tax team with a Senior Manager to take ownership of a sophisticated client portfolio and play a key role in the growth of the practice.

The role combines technical tax, client leadership, advisory work and team management, and would suit either an experienced Manager ready to step up or an established Senior Manager looking for greater responsibility.

THE OPPORTUNITY

You'll advise a portfolio of high-net-worth individuals and families across complex personal tax matters, while developing strong long-term client relationships.

Key responsibilities include:

• Lead complex Private Client tax work and advisory projects
• Advise on personal tax planning and compliance
• Manage key client relationships and meetings
• Review work and maintain high technical standards
• Mentor and develop junior team members
• Identify opportunities with existing and prospective clients
• Support technical development and training within the team

WHY CONSIDER IT?

A genuine opportunity to take ownership, build your profile within Private Client Tax and have a meaningful role in the continued growth of the team.

You'll have autonomy over your portfolio, exposure to senior leadership and the opportunity to develop both technically and commercially.

THE IDEAL BACKGROUND

• Experience managing a complex client portfolio
• Comfortable reviewing work and developing junior staff