An established accountancy practice is looking to appoint an experienced Private Client Tax Senior Manager to join its growing team.
The role offers responsibility for a varied portfolio of HNW individuals, trusts, estates and business owners, alongside exposure to more complex advisory and tax planning work.
The Opportunity
You'll take ownership of a portfolio of private clients, acting as a trusted adviser and working closely with Partners and Directors on more complex matters.
Key responsibilities will include:
- Managing a portfolio of HNW and private clients
- Acting as a key point of contact for individuals, trustees and professional advisers
- Overseeing personal tax, trust and estate compliance
- Advising across areas including IHT, CGT, income tax and trusts
- Identifying tax planning and advisory opportunities
- Supporting complex trust, estate and succession planning projects
- Dealing with HMRC correspondence and enquiries where required
- Reviewing work and providing technical guidance to the wider team
- Supporting and developing junior members of the team
- Building strong, long-term client relationships and contributing to the growth of the portfolio
What We're Looking For
- CTA qualified, or ACA/ACCA qualified with significant personal tax experience
- Strong UK practice background
- Proven experience managing a private client portfolio
- Strong technical knowledge across personal tax, trusts and estates
- Experience working with HNW/UHNW individuals
- Good exposure to IHT, CGT and trust-related matters
- Previous team leadership or mentoring experience
- Strong communication and client relationship skills
- A commercial and proactive approach to client service
What's on Offer
- Competitive salary and benefits
- Hybrid and flexible working
- Exposure to complex HNW and private client work
- Strong advisory and technical development
- Client-facing responsibility
- Supportive team environment
- Clear opportunities for progression
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Senior Tax Manager in Leatherhead employer: Insite US
As a leading accountancy firm in Edinburgh, we pride ourselves on fostering a collaborative and inclusive work culture that values professional growth and development. Our employees benefit from a supportive environment where they can engage with high-net-worth clients and tackle complex tax issues, all while enjoying competitive remuneration and opportunities for career advancement. Join us to be part of a dynamic team that is committed to excellence and innovation in the field of private client tax management.
