Private Client & Trust Senior Tax Manager

Insite US; Greater London; On-site; GBP 120,000 - 180,000; Full time

Job summary

Insite US is seeking an experienced Trusts & Private Client Tax Senior Manager in London. The role offers a challenging mix across trusts, IHT and estate planning, CGT and personal tax advisory, with exposure to UHNW client relationships.

You will take on leadership responsibilities, contribute to developing the Private Client practice, and work with senior partners. Suitable for someone at Manager/Senior Manager level seeking more complex work and a clear path to progression in a dynamic firm.

Qualifications

• Proven experience in trusts and private client tax advisory.
• Experience with high-net-worth client advisory and planning.

Responsibilities

• Partner exposure and advisory work.
• Leadership and development of the Private Client offering.
• Manage complex client relationships and tax strategies.

Skills

Trusts & Private Client Tax

Advisory

Leadership

Job description

Trusts & Private Client Tax Senior Managers, London

A strong opportunity has just opened up for an experienced Trusts & Private Client Tax Senior Manager.

And this isn't your standard compliance-heavy role.

The work covers a genuinely interesting mix of:

• Trusts
• IHT & estate planning
• CGT
• Personal tax advisory
• Complex family structures
• Succession & wealth planning
• HNW/UHNW client relationships

There is also plenty of Partner exposure, advisory work and leadership responsibility, with the opportunity to help develop the wider Private Client offering.

Ideal for someone currently operating at Manager/Senior Manager level who wants more complex work and a genuine route to progress.

Open to passive candidates.

If you're considering a move, or simply want to understand what's available in the London market,

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