At a Glance
- Tasks: Lead a diverse portfolio of high-net-worth clients and deliver complex tax advisory services.
- Company: Join a leading recruitment firm specialising in the public practice market across the UK.
- Benefits: Enjoy flexible working with 3 days from home and competitive salary packages.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Make a real impact by advising high-profile clients and developing your team.
- Qualifications: CTA qualified with strong experience in private client tax and strategic thinking.
The predicted salary is between 51750 - 63250 £ per year.
City of London – 3 days from home, 2 days in the office
The Role
You’ll be the driving force behind the private client service delivery, managing a diverse HNW portfolio while leading technical advisory work and developing your team. This is a client‑facing, business‑building role where technical excellence meets commercial acumen.
Responsibilities
- Manage a sophisticated portfolio of HNW individuals, partnerships, and OMB proprietors
- Drive delivery of complex tax advisory work and produce high‑quality reports
- Deal with advanced CGT issues and IHT planning including trusts and lifetime transfers
- Oversee UK tax return processes across diverse client base
- Interact confidently with HMRC on complex matters, including enquiries and negotiations
- Advise on incorporation, anti‑avoidance legislation, and transactional scenarios
- Handle UK trusts and estates (trust account preparation/review desirable)
- Lead pitches, proposals, and presentations
- Evidence regular cross‑referrals to other business areas
- Take responsibility for WIP management and billing
- Oversee and mentor junior staff on day‑to‑day delivery
- Drive internal process improvements
The Individual
- CTA qualified or equivalent professional qualification with demonstrable experience
- Advanced understanding of core private client tax including anti‑avoidance legislation
- Expert knowledge of self‑assessment, CGT, IHT planning, trusts, and estates
- Experience with incorporations, partnerships, and OMBs
- Proven report writing and advisory work experience
- Demonstrates commercial judgment and strategic thinking
- Proactive in business development with evidenced results
Seniority level: Director
Employment type: Full‑time
Job function: Accounting/Auditing
Industries: Accounting
Hiring: Private Client Tax Senior Manager employer: Insite Group
Join a highly respected independent accountancy and business advisory firm that prioritises your development and offers a people-first culture. With a competitive salary, comprehensive benefits, and a collaborative environment, you'll have the opportunity to work with a diverse portfolio of clients while receiving structured training and clear progression paths. This is an ideal workplace for those seeking meaningful relationships and long-term career growth in a supportive setting.
