Senior Tax Manager

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

An established accountancy practice is looking to appoint an experienced Private Client Tax Senior Manager to join its growing team.

The role offers responsibility for a varied portfolio of HNW individuals, trusts, estates and business owners, alongside exposure to more complex advisory and tax planning work.

The Opportunity

You'll take ownership of a portfolio of private clients, acting as a trusted adviser and working closely with Partners and Directors on more complex matters.

Key responsibilities will include:

• Managing a portfolio of HNW and private clients
• Acting as a key point of contact for individuals, trustees and professional advisers
• Overseeing personal tax, trust and estate compliance
• Advising across areas including IHT, CGT, income tax and trusts
• Identifying tax planning and advisory opportunities
• Supporting complex trust, estate and succession planning projects
• Dealing with HMRC correspondence and enquiries where required
• Reviewing work and providing technical guidance to the wider team
• Supporting and developing junior members of the team
• Building strong, long-term client relationships and contributing to the growth of the portfolio

What We're Looking For

• CTA qualified, or ACA/ACCA qualified with significant personal tax experience
• Strong UK practice background
• Proven experience managing a private client portfolio
• Strong technical knowledge across personal tax, trusts and estates
• Experience working with HNW/UHNW individuals
• Good exposure to IHT, CGT and trust-related matters
• Previous team leadership or mentoring experience
• Strong communication and client relationship skills
• A commercial and proactive approach to client service

What's on Offer

• Competitive salary and benefits
• Hybrid and flexible working
• Exposure to complex HNW and private client work
• Strong advisory and technical development
• Client-facing responsibility
• Supportive team environment
• Clear opportunities for progression