Tax Manager - Personal Tax

Insite US; Greater London; Hybride; GBP 65 000 - 90 000; Plein temps

Résumé du poste

Insite US in London is seeking a Private Client Tax Manager / Senior Manager to join the growing tax team. You will handle a diverse portfolio of HNW individuals, families, entrepreneurs and trustees with a mix of compliance and advisory work.

This role offers genuine client ownership, Partner exposure, and the chance to take on more complex advisory work beyond pure compliance as the team expands.

Qualifications

• 3–4+ years' experience in UK Private Client Tax.
• Strong experience with HNW/UHNW individuals and families.
• Background in personal tax compliance and advisory.

Responsabilités

• Managing a portfolio of HNW and UHNW individuals and families.
• Preparing and reviewing complex UK Self-Assessment tax returns.
• Advising on income tax, CGT, IHT and estate planning.
• Working on international tax matters and private client structuring.
• Building long-term client relationships and mentoring juniors.

Connaissances

UK Private Client Tax

Client relationship management

Tax advisory

Communication

Deadline management

Formation

ATT/CTA/ACA or equivalent

Description du poste

Competitive salary, depending on experience

A growing and highly regarded accountancy firm is looking to appoint a Private Client Tax Manager / Senior Manager into its established and expanding tax team.

The role will focus on a varied portfolio of HNW individuals, families, entrepreneurs, business owners and trustees, with a strong mix of compliance and advisory work.

This is a particularly good opportunity for someone who wants genuine client ownership, Partner exposure and more complex advisory work, rather than being purely compliance-focused.

There is also scope to develop your management, business development and technical skills as the team continues to grow.

What you'll be doing

London, Hybrid & flexible

Competitive salary, depending on experience

A growing and highly regarded accountancy firm is looking to appoint a Private Client Tax Manager / Senior Manager into its established and expanding tax team.

The role will focus on a varied portfolio of HNW individuals, families, entrepreneurs, business owners and trustees, with a strong mix of compliance and advisory work.

This is a particularly good opportunity for someone who wants genuine client ownership, Partner exposure and more complex advisory work, rather than being purely compliance-focused.

There is also scope to develop your management, business development and technical skills as the team continues to grow.

What you'll be doing

• Managing a portfolio of HNW and UHNW individuals, families, entrepreneurs and business owners
• Preparing and reviewing complex UK Self-Assessment tax returns
• Advising on income tax, CGT, IHT and wider estate planning
• Working on international tax matters, including worldwide income and foreign tax credits
• Advising on UK residence and the latest post-April 2025 tax rules
• Supporting clients through HMRC enquiries, settlements and voluntary disclosures
• Advising on trusts, estates and offshore structures
• Providing advice around UK property taxation and property structuring
• Working on de-enveloping and wider property planning matters
• Building strong, long-term relationships with clients
• Reviewing work and supporting more junior members of the team
• Managing workflows and ensuring deadlines and quality standards are maintained
• Getting involved in technical articles and wider marketing/BD activity

What we’re looking for

• 3-4+ years' experience in UK Private Client Tax
• Strong experience working with HNW/UHNW individuals, families or business owners
• A solid background across both personal tax compliance and advisory
• ATT, CTA, ACA or equivalent qualification
• Strong technical knowledge across income tax, CGT and IHT
• Good understanding of international/private client tax matters
• Confident communicator who enjoys building genuine client relationships
• Organised, commercially minded and comfortable managing multiple deadlines
• Previous experience reviewing work and supporting junior team members

Experience across offshore trusts, estate planning, international tax or property structuring would be a real advantage.

What's on offer

• Competitive salary depending on experience
• Hybrid and flexible working
• Genuine autonomy and client ownership
• Direct exposure to senior tax professionals and Partners
• A varied HNW/UHNW client base
• Strong opportunity to develop your advisory and technical experienceManagement and mentoring responsibilities
• Opportunity to get involved in business development and marketing
• Clear scope to progress as the team continues to grow

This Private Client Tax Manager / Senior Manager role would suit someone who wants to move beyond straightforward compliance and take on more complex advisory work, greater client responsibility and genuine progression.