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- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Reputable accountancy firm known for its collaborative culture and private client focus.
- Benefits: Competitive salary, hybrid working, and comprehensive benefits package.
- Why this job: Enjoy autonomy and interesting work while making a real impact on clients' financial lives.
- Qualifications: Strong experience in private client tax with relevant qualifications like CTA or ACA.
- Other info: Clear progression opportunities and a supportive environment for mentoring junior team members.
The predicted salary is between 80000 - 95000 ÂŁ per year.
This is a senior private client role for someone who wants depth, autonomy and genuinely interesting work rather than a narrow compliance brief. The firm works closely with high‑net‑worth individuals, families and trustees, offering long‑term advisory support across trusts, estates and personal tax matters. The opportunity sits within a well‑established accountancy practice with a strong private client reputation and a collaborative, advisory‑led culture. The role is primarily based in Royal Tunbridge Wells, offering London‑quality work without the full‑time London grind.
What you'll be doing:
- Managing a portfolio of private clients, trusts and estates
- Reviewing and overseeing trust accounts, trust and personal tax returns, R185s and IHT filings
- Preparing and reviewing estate tax returns and related advisory work
- Supporting partners and directors with ad hoc planning across trusts and estates
- Explaining complex tax issues to clients in clear, practical language
- Acting as a senior point of reference for technical queries within the team
- Supporting and mentoring junior team members as required
What they're looking for:
- Strong experience in private client tax, trusts and estates
- CTA, ACA, TEP or equivalent qualification
- Either an existing senior manager or a manager ready to step up
- Confident communicator with a client‑focused mindset
- Comfortable balancing advisory work with high‑quality compliance
- Background in professional practice within accountancy
What's on offer:
- Salary in the region of ÂŁ80,000 to ÂŁ95,000 depending on experience
- Hybrid working
- High‑end private client work within a respected accountancy firm
- Clear progression beyond senior manager level
- Comprehensive benefits package
This role offers long‑term progression, technical challenge and the chance to work closely with sophisticated clients, all from a base in Royal Tunbridge Wells.
Private Client Tax Senior Manager employer: Insite Finance
Contact Detail:
Insite Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Tax Senior Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Be ready to discuss complex tax issues in a way that’s clear and practical. Remember, they want someone who can explain things simply, so practice makes perfect!
✨Tip Number 3
Showcase your experience with high-net-worth clients and your ability to balance advisory work with compliance. Use real-life examples to demonstrate how you’ve successfully managed portfolios or mentored junior team members. This will set you apart from the competition!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm. So, get your application in and let’s make it happen!
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your experience in managing private clients, trusts, and estates, and don’t forget to mention any relevant qualifications like CTA or ACA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with high-net-worth individuals and how your background makes you a perfect fit for our collaborative, advisory-led culture.
Showcase Your Communication Skills: Since this role involves explaining complex tax issues to clients, make sure your application demonstrates your ability to communicate clearly and effectively. Use straightforward language and avoid jargon where possible.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Insite Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of private client tax, trusts, and estates. Be ready to discuss specific cases or scenarios you've handled in the past. This role requires depth, so showing that you understand complex tax issues will impress the interviewers.
✨Showcase Your Advisory Skills
Since this position is all about providing advisory support, prepare examples of how you've successfully communicated complex tax matters to clients in a clear and practical way. Think about times when your advice made a significant impact on a client's situation.
✨Demonstrate Leadership Potential
As a senior manager, you'll be expected to mentor junior team members. Share experiences where you've taken the lead or supported others in their development. Highlighting your ability to guide and inspire will show you're ready for this step up.
✨Cultural Fit Matters
This firm values a collaborative culture, so be prepared to discuss how you work within a team. Share examples of successful collaborations and how you contribute to a positive working environment. Showing that you align with their values can set you apart.