Insite Group
Private Client Tax manager
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Private Client Tax Manager – Confidential Professional Services Firm
Kent | Full-time | £60,000 – £72,000
A specialist advisory firm with offices in Kent and London is looking to recruit a Private Client Tax Manager to join its growing team. The firm works with high-net-worth individuals, family offices, and owner-managed businesses, offering a broad range of tax, trust, and estate services.
This is an excellent opportunity for a Private Client Tax Manager to take ownership of a varied portfolio while gaining exposure to complex, high-quality advisory work typically associated with London-based roles.
The Role
- Managing a portfolio of trusts and private clients
- Preparing and reviewing trust accounts and self-assessment tax returns
- Handling inheritance tax (IHT) and estate tax matters
- Preparing personal tax returns
- Supporting Directors with ad hoc tax planning and advisory work on complex client scenarios
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About You
- CTA, ACA, or TEP qualified
- Operating at Senior level and looking to step up, or an existing Manager seeking a new challenge
- Strong technical knowledge across trusts, estates, and personal tax
- Excellent communication skills, with the ability to explain complex tax matters clearly
- Able to manage your own portfolio while supporting wider team delivery
- Organised, proactive, and a strong team player
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What’s on Offer
- Salary: £60,000 – £72,000
- Competitive benefits package
- Exposure to complex, high-quality client work
- Clear progression opportunities
- A collaborative and supportive team environment
- London-level work with a Kent-based lifestyle balance
Additional Information
- Based in Kent, with occasional travel to London for client meetings
- Candidates must have the right to work in the UK (no sponsorship available)
- This is a great opportunity for a Private Client Tax Manager looking to develop their expertise in trusts and estates while working within a high-performing and supportive team.
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