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For Companies At a Glance
- Tasks: Lead a diverse portfolio of high-net-worth clients and deliver complex tax advisory services.
- Company: Join Insite Group, a leader in tax recruitment with a collaborative culture.
- Benefits: Enjoy flexible working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by advising high-profile clients and driving business development.
- Qualifications: CTA qualified with strong experience in private client tax and strategic thinking.
- Other info: Dynamic role with mentorship opportunities and a focus on internal process improvements.
The predicted salary is between 72000 - 108000 ÂŁ 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
Private Client Tax Senior Manager in London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your best work, especially those complex tax advisory reports. When you get the chance to chat with potential employers, let them see your skills in action. It’s all about making a lasting impression!
✨Tip Number 3
Practice your pitch! Whether it’s for an interview or a networking event, being able to confidently talk about your experience and how you can add value is key. Rehearse with friends or in front of a mirror until you feel like a superstar!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s make it happen!
We think you need these skills to ace Private Client Tax Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your experience with HNW individuals and your expertise in tax advisory work. We want to see how your skills match what we're looking for!
Showcase Your Achievements: When writing your application, don’t just list your responsibilities. Instead, showcase your achievements! Use specific examples that demonstrate your technical excellence and commercial acumen. This will help us see the impact you've made in previous roles.
Be Clear and Concise: Keep your written application clear and concise. Avoid jargon unless it’s relevant to the role. We appreciate straightforward communication, so make sure your points are easy to understand and get straight to the heart of your experience.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax, especially around CGT, IHT planning, and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior staff, prepare examples of how you've led teams or projects in the past. Highlight your experience in driving delivery and improving processes, as well as any successful pitches or proposals you've been part of.
✨Be Client-Focused
This is a client-facing role, so demonstrate your ability to build relationships with high-net-worth individuals. Share stories that showcase your commercial acumen and how you've effectively managed client portfolios in the past.
✨Prepare for Technical Questions
Expect to be quizzed on advanced tax topics and your approach to dealing with HMRC. Practise articulating your thought process clearly and confidently, especially when discussing complex matters or negotiations.
