Senior Tax Manager

Insite Group; Leatherhead; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading tax consultancy is seeking a Private Client Tax Senior Manager to join its Private Client team in Leatherhead. The role involves advising high-net-worth clients on complex tax issues, reviewing tax returns, and providing expert guidance. Candidates should be CTA qualified with a minimum of 5 years PQE and proven experience handling HNW clients. This position offers flexibility in working arrangements and the opportunity to work within a prestigious sector.

Qualifications

• Minimum 5 years PQE in tax.
• Proven experience with HNW clients.
• Deep technical knowledge in personal tax and international structures.

Responsibilities

• Review tax returns and provide expert guidance.
• Identify restructuring opportunities and present strategies.
• Deliver advisory services including estate planning.

Skills

Advising complex UK HNW clients

Building client relationships

Technical guidance in tax

Strong IT skills

Education

CTA qualified

Job description

Overview

Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UK's most prestigious sectors? My client are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.

Job Title: Private Client Tax Senior Manager

Location: Leatherhead, Surrey (Flexible Working Available)

Responsibilities

• Review tax returns and provide expert technical guidance to consultants
• Identify sophisticated restructuring opportunities and present strategies to clients and Partners
• Deliver specialist advisory services including estate planning, inheritance tax planning, and wealth structuring
• Navigate complex international tax issues with confidence
• Act as a trusted point of contact for HNW clients alongside Partners
• Manage HMRC tax investigations with strategic precision
• Build lasting relationships built on technical excellence and commercial insight
• Provide technical mentorship to junior members of staff

Qualifications

• CTA qualified - minimum 5 years PQE
• Proven experience advising complex UK and international HNW clients
• Deep technical knowledge across personal tax, trusts, estates, and international structures
• Excellence in client relationship management
• Strong IT skills and adaptability to new technologies
• Confidence to challenge conventional thinking