Insite Group
Private Client Tax Manager
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Looking for a Private Client role that offers more than just compliance?
An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.
Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you'll play a key role in delivering both compliance and complex tax planning solutions.
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What's on Offer
- Depending on experience
- Hybrid and flexible working
- Strong focus on advisory projects
- High-quality private client portfolio
- Clear progression opportunities
- Supportive and approachable leadership team
- Excellent staff retention
Your Role
- Manage a portfolio of private clients
- Review personal tax compliance work
- Deliver CGT, IHT and trust planning advice
- Support succession and estate planning projects
- Build long-term client relationships
- Mentor junior team members
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Ideal Background
- CTA qualified (or equivalent)
- Strong private client tax experience
- Previous portfolio management experience
- Comfortable leading client meetings
- Advisory exposure preferred
This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.
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