Insite Group
Private Client Tax Manager
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Private Client Tax Manager – Trusts & Estates (Confidential Professional Services Firm)
Kent | Full-time | £70,000 – £85,000
A well-established specialist tax and accounting firm with offices in Kent and London is looking to expand its Private Client team. The firm works with a high-quality client base, including UK and international high-net-worth individuals, families, and owner-managed businesses.
The business provides a holistic service that goes beyond traditional compliance, supporting clients with broader financial, strategic, and family office matters, including trustee and estate administration services.
This Private Client Tax Manager role in Kent offers exposure to complex, high-quality trusts and estates work within a collaborative and supportive environment.
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The Role
This Private Client Tax Manager role in Kent focuses on managing a portfolio of private clients, with a particular emphasis on trusts and estates, alongside a range of advisory work.
- Managing a portfolio of trust and personal tax clients
- Preparing trust accounts and trust tax returns, including R185s
- Preparing inheritance tax (IHT) and estate tax returns
- Preparing personal tax returns for a varied client base
- Supporting Directors with advisory and planning work across trusts, estates, and wider private client matters
- Exposure to complex and varied advisory projects
About You
- Professionally qualified (CTA, ACA, STEP/TEP or equivalent)
- Operating at Senior level ready to step up, or already at Manager level seeking a new challenge
- Strong experience in private client tax, particularly trusts and estates
- Excellent communication skills with the ability to simplify complex tax matters
- Able to manage a portfolio independently while supporting wider team delivery
- Motivated to continue technical and professional development
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The Offering
- Salary: £70,000 – £85,000
- Hybrid working model (typically 3 days in the office in Kent)
- Exposure to high-quality, complex client work
- Supportive and collaborative team culture
- Clear progression opportunities
- Competitive benefits package aligned to market standards
Overview
This is an excellent opportunity to work on London-quality private client work while enjoying a more balanced working environment in Kent, with strong career progression within a growing specialist team.
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