At a Glance
- Tasks: Review tax returns, provide expert guidance, and manage complex client relationships.
- Company: 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 72000 - 108000 £ 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 is 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
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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Manager in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss complex tax issues and showcase your expertise in areas like estate planning and international tax. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Tax Manager role. We love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Senior Tax Manager in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Tax Manager role. Highlight your expertise in private client tax, especially with high-net-worth individuals, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about tax advisory services and how your experience aligns with our needs. Don’t forget to mention your ability to navigate complex international tax issues!
Showcase Your Technical Skills:We want to see your deep technical knowledge in personal tax, trusts, and estates. Be sure to include examples of how you've successfully managed HMRC investigations or provided strategic advice to clients in your application.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax, trusts, and international structures. Be ready to discuss complex scenarios and how you've navigated them in the past. This will show that you're not just a candidate, but a true expert.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained relationships with high-net-worth clients. Think about specific instances where your advice made a significant impact. This will demonstrate your ability to connect with clients and provide tailored solutions.
✨Be Ready for Complex Scenarios
Expect questions that test your problem-solving skills with intricate tax issues. Practice articulating your thought process clearly and confidently. This will help you stand out as someone who can handle the complexities of the role.
✨Demonstrate Your Leadership Potential
Since this role involves mentoring junior staff, be prepared to discuss your leadership style and experiences. Share how you've guided others in the past and how you plan to contribute to the team's growth. This shows you're not just looking to excel individually, but also to uplift those around you.
