Senior Private Client Tax Lead – HNW & Trusts

Insite US; Leatherhead; Hybrid; GBP 90,000 - 125,000; Full time

Benefits offered by this job

Hybrid and flexible working

Competitive salary and benefits

Job summary

Insite US is seeking a Private Client Tax Senior Manager to lead a portfolio of high-net-worth clients, families, trusts and business owners. You will work with Partners on complex matters and provide advisory and planning support.

The role emphasizes ownership of client relationships, mentoring junior staff, and delivering technical tax guidance across personal tax, trusts and estates in a flexible hybrid environment.

Qualifications

• CTA qualified or ACA/ACCA with significant personal tax experience.
• Strong UK practice background in private client tax.
• Proven experience managing a private client portfolio.
• Strong knowledge across personal tax, trusts and estates.

Responsibilities

• Manage a portfolio of private clients including HNW/UHNW individuals, trusts and estates.
• Serve as key contact for individuals, trustees and professional advisers.
• Oversee personal tax, trust and estate compliance.
• Advise on IHT, CGT, income tax and trusts; identify planning opportunities.
• Support complex trust, estate and succession planning projects.
• Handle HMRC correspondence and enquiries when required.
• Review work and provide technical guidance to junior team members.
• Develop long-term client relationships and contribute to portfolio growth.

Skills

Personal tax

Trusts & estates

HNW/UHNW client handling

Client relationship management

Education

CTA

ACA/ACCA with personal tax focus

Tools

Tax compliance systems

Job description

Insite US is seeking a Private Client Tax Senior Manager to lead a portfolio of high-net-worth clients, families, trusts and business owners. You will work with Partners on complex matters and provide advisory and planning support.

The role emphasizes ownership of client relationships, mentoring junior staff, and delivering technical tax guidance across personal tax, trusts and estates in a flexible hybrid environment.