Senior Private Client Tax Manager — HNW Advisory

Insite Public Practice Recruitment Limited; England; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Progression opportunities

Competitive salary

Client-facing role

Job summary

Insite Public Practice Recruitment Limited is partnering with a growing accountancy practice to appoint a Private Client Tax Senior Manager. You will lead a portfolio of HNW individuals, trusts and business owners, acting as a trusted adviser and collaborating with Partners on complex advisory matters.

You will oversee personal tax, trust and estate compliance, identify planning opportunities, and mentor junior staff while building long-term client relationships and contributing to portfolio

Qualifications

• CTA qualified or ACA/ACCA with significant personal tax experience.
• Strong UK practice background and experience with private client portfolios.
• Proven ability to lead and mentor junior staff.

Responsibilities

• Manage a portfolio of HNW private clients, trusts and estates.
• Advise on IHT, CGT, income tax and trusts.
• Oversee personal tax compliance for individuals and trusts.
• Identify tax planning opportunities and advisory work.
• Support complex trust, estate and succession planning projects.

Skills

Private client tax

HNW/UHNW experience

Team leadership

Client relationship management

IHT/CGT knowledge

UK tax compliance

Communication skills

Education

CTA qualified

ACA/ACCA qualified

Job description

Insite Public Practice Recruitment Limited is partnering with a growing accountancy practice to appoint a Private Client Tax Senior Manager. You will lead a portfolio of HNW individuals, trusts and business owners, acting as a trusted adviser and collaborating with Partners on complex advisory matters.

You will oversee personal tax, trust and estate compliance, identify planning opportunities, and mentor junior staff while building long-term client relationships and contributing to portfolio