Senior Private Client Tax — Own Client Relationships & Advisory

Insite Public Practice Recruitment Limited; Lancashire; On-site; GBP 35,000 - 45,000; Full time

Job summary

Insite Public Practice Recruitment Limited in Manchester is seeking a Private Client Tax Senior to join a growing team. You will manage a portfolio of private clients and develop advisory exposure beyond compliance.

The role offers exposure to HNW individuals, entrepreneurs and business owners, with opportunities to progress and build toward management while developing IHT and estate planning knowledge.

Qualifications

• Private client tax experience within UK accountancy practice.
• ACA, ACCA or CTA qualification/part-qualification.
• Personal tax compliance experience.
• Good Income Tax and CGT knowledge.
• Interest in IHT and advisory work.
• Strong communication skills and client-facing ability.

Responsibilities

• Managing your own portfolio of private clients.
• Preparing and reviewing personal tax returns.
• Advising on Income Tax and CGT.
• Developing IHT knowledge and advisory work.
• Supporting trusts and estate planning.
• Working with entrepreneurs and business owners.
• Assisting with succession and family wealth planning.
• Identifying tax planning opportunities.
• Direct client interaction and collaboration with advisers.
• Supporting Managers and Directors on complex advisory work.
• Developing junior team members.

Skills

Private client tax

Client communication

Business advisory

Commercial awareness

Education

ACA/ACCA/CTA qualification

Job description

Insite Public Practice Recruitment Limited in Manchester is seeking a Private Client Tax Senior to join a growing team. You will manage a portfolio of private clients and develop advisory exposure beyond compliance.

The role offers exposure to HNW individuals, entrepreneurs and business owners, with opportunities to progress and build toward management while developing IHT and estate planning knowledge.