At a Glance
- Tasks: Review tax returns, provide expert guidance, and manage complex client relationships.
- Company: Join an award-winning Private Client team in a prestigious firm.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with mentorship opportunities and career advancement.
- Why this job: Work with high-net-worth clients and tackle complex tax challenges.
- Qualifications: CTA qualified with 5+ years of experience in private client tax.
The predicted salary is between 56250 - 68750 £ per year.
Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UK's most prestigious sectors? My client are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.
Location: Leatherhead, Surrey (Flexible Working Available)
Responsibilities:
- Review tax returns and provide expert technical guidance to consultants
- Identify sophisticated restructuring opportunities and present strategies to clients and Partners
- Deliver specialist advisory services including estate planning, inheritance tax planning, and wealth structuring
- Navigate complex international tax issues with confidence
- Act as a trusted point of contact for HNW clients alongside Partners
- Manage HMRC tax investigations with strategic precision
- Build lasting relationships built on technical excellence and commercial insight
- Provide technical mentorship to junior members of staff
Qualifications:
- CTA qualified - minimum 5 years PQE
- Proven experience advising complex UK and international HNW clients
- Deep technical knowledge across personal tax, trusts, estates, and international structures
- Excellence in client relationship management
- Strong IT skills and adaptability to new technologies
- Confidence to challenge conventional thinking
Hiring: Senior Tax Manager in Surrey 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.
