Private Client Tax Senior Manager

Insite Group; West Midlands; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

Insite Group is seeking a Private Client Tax Senior Manager in City of Birmingham with hybrid working. You will lead the Private Client & Trust Services team, build trusted relationships with individuals, families and trustees, and shape the growth of the department through advisory and compliance work.

You will oversee tax compliance, advise on IHT, CGT and offshore trusts, and collaborate with Partners to deliver high-quality service and strategic programs for clients in the region.

Qualifications

• Significant Private Client Tax and Trust experience.
• Strong technical knowledge of Personal Tax, Trusts, IHT and CGT.
• Previous team leadership experience.
• Commercial awareness and excellent client relationship skills.
• Experience with International and Offshore Trusts.

Responsibilities

• Lead the Private Client & Trust Services team.
• Review and sign off Personal Tax and Trust Returns.
• Deliver advisory work on Trusts, IHT, CGT, offshore trusts and international tax matters.
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting.
• Liaise with HMRC, clients and professional advisers.
• Manage complex client relationships and risk.

Skills

Private Client Tax

Trusts & IHT

CGT knowledge

Leadership

Client relationship skills

International & Offshore Trusts

Job description

My client are trusted business advisers, strategic partners, and problem solvers. Having been established since 1985, since then the firm have been helping ambitious businesses, charities, and private clients achieve sustainable growth through expert accountancy, tax, audit, and consultancy services. With over 150 talented colleagues across the Midlands, they're proud to be one of the region's fastest-growing independent firms.

Alongside their market-leading accounting and tax expertise, they provide specialist consultancy in technology transformation, talent strategy, and brand and digital marketing, enabling them to deliver innovative, forward-thinking solutions that help their clients succeed in an ever-changing world.

Job Title: Private Client Tax Senior Manager

Location: City of Birmingham - hybrid working available

About The Role:

As a Private Client Tax Senior Manager, you'll build trusted relationships, work closely with Partners and become a recognised adviser to individuals, families and trustees, helping them navigate complex tax matters with confidence. You will be leading the specialist Private Client & Trust Services team, combining technical expertise with a proactive, commercial approach, overseeing their compliance offering, delivering high-quality advisory work and helping shape the continued growth of one of the firm's key service lines.

Technical Responsibilities:

• Lead the Personal and Trust Tax compliance service.
• Review and sign off Personal and Trust Tax Returns.
• Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters.
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting.
• Liaise with HMRC, clients and professional advisers.
• Manage complex client relationships and risk.

Leadership & Management:

• Lead, coach and develop the Private Client & Trust Services team.
• Manage workflow, WIP, billing, recoveries and utilisation.
• Support recruitment, appraisals and training.
• Drive continuous improvement and quality standards.

Business Development:

• Support the growth of the department through networking and client development.
• Contribute to technical marketing and leadership initiatives.
• Significant Private Client Tax and Trust experience.
• Strong technical knowledge of Personal Tax, Trusts, IHT and CGT.
• Previous team leadership experience.
• Commercial awareness and excellent client relationship skills.
• International and Offshore Trust experience.