Private Tax Manager

Insite Group; Sheffield; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Manager to join their dynamic team in Sheffield. This role offers a unique opportunity to manage a diverse portfolio of private clients, including HNWIs and trusts, while providing tailored tax advice and ensuring compliance with HMRC regulations. With a strong commitment to career development and work-life balance, this firm values its employees and fosters a collaborative culture. If you are CTA-qualified and have a passion for personal tax, this is the perfect opportunity to advance your career in a well-respected accountancy firm.

Benefits

Competitive salary with annual reviews

Hybrid working and flexible hours

Clear path to Senior Manager or Director level

Collaborative and inclusive working culture

Qualifications

• At least 5 years of experience in private client tax within a UK accountancy practice.
• Strong communication skills with a passion for building long-term client relationships.

Responsibilities

• Manage a portfolio of private clients, ensuring timely delivery of tax returns.
• Provide personalised advice on inheritance tax and capital gains tax.

Skills

Private Tax

Personal Tax

HNWIs

Self-assessment

IHT

CGT

Trust Structuring

Wealth Succession Planning

Education

CTA-qualified

ACA/ACCA with personal tax background

Job description

6 days ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Private Client Tax Manager - Leading Accountancy Firm | Sheffield (Hybrid Working)

Location: Sheffield | Position: Private Client Tax Manager | Working Arrangement: Full-time | Hybrid options available

This is an exciting opportunity to join one of the largest and most respected accountancy firms in Sheffield, known for its strong regional presence, long-standing client relationships, and commitment to professional excellence. With continued growth in their Private Client offering, they are now looking to appoint an experienced Private Client Tax Manager to their team.

Based in Sheffield, this role offers the chance to work in a firm that places real value on career development, work-life balance, and delivering high-quality, personalised tax advice.

As a Private Client Tax Manager, you will manage a diverse portfolio of private clients, including HNWIs, business owners, landed estates, trusts, and families with complex financial affairs. You'll lead both compliance and tailored advisory services, helping clients plan effectively while ensuring HMRC compliance.

Key Responsibilities:

• Manage a portfolio of private clients, ensuring timely and accurate delivery of self-assessment tax returns, trust returns, and IHT/CGT reporting

• Provide personalised advice on inheritance tax, capital gains tax, trust structuring, residency & domicile issues, and wealth succession planning

• Collaborate with partners and directors on planning opportunities and wider client strategy

• Review and supervise the work of junior staff, providing mentorship and technical guidance

• Stay current with tax legislation and uphold high standards of technical excellence

• Play an active role in business development, representing the firm's Private Client capabilities across Sheffield

What We're Looking For:

• CTA-qualified (or ACA/ACCA with strong personal tax background)

• At least 5 years of experience in private client tax within a UK accountancy practice

• Experience with HNWIs, trusts, estates, and complex personal tax issues

• Strong communication skills with a passion for building long-term client relationships

• Leadership ability and a desire to grow both technically and commercially

What's on Offer:

• Competitive salary with annual reviews and benefits

• Hybrid working and flexible hours

• Clear path to Senior Manager or Director level with tailored support

• Be part of one of Sheffield's most well-established accountancy firms

• A collaborative and inclusive working culture with a focus on both individual and team success
  

Desired Skills and Experience

Private Tax, Personal Tax, HNWI, Sole traders, self assesment, IHT, CGT, TRUST, ESTATES

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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