Insite Group
Private Client Tax Senior Manager
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Job Title: Private Client Tax Senior Manager
Location: Leatherhead, Surrey (flexible working available)
Salary: £80,000 + £88,000 (dependent on experience) + benefits!
The Opportunity:
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 are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.
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Your 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
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What You'll Bring:
- 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
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