Insite Group
Private Client Tax Senior Manager
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Job Title: Private Client Tax Senior Manager
Location: City of London - hybrid working available
Salary: £78,000 - £90,000 (DOE) + benefits package!
The Firm:
Here is an opportunity for you to be part of an ambitious, driven team dedicated to continuous learning and growth. My client invests in people because they are the foundation of their success. You'll have the freedom to shape your career while making a meaningful impact. They currently take immense pride in being awarded gold for Investors in People, recognising their deep commitment to nurturing talent and ensuring every individual feels valued and supported.
The Role:
They are on the hunt for a talented Private Client Tax Senior Manager who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You'll be surrounded by passionate professionals who are dedicated to making a difference. As a Private Client Tax Senior Manager, you will deal with high-net-worth individuals and their families and trusts. You will lead a variety of projects, including international and cross-border tax issues. The role will involve dispute resolution and advisory.
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Most importantly, they are keen for someone who is keen to develop their skills, build great relationships with existing and future clients, and leverage the experience on offer in this role to develop their technical and soft skills to progress in their career.
Role Responsibilities:
- Owning and leading a complex portfolio of high- and ultra-high-net-worth individuals, families, trusts, estates, and offshore and cross-border structures.
- Acting as a trusted adviser, delivering high-level technical advice on succession and inheritance tax planning, residence and domicile, structuring, and international private client matters.
- Leading complex advisory and planning projects, working closely with directors and partners to shape solutions and manage delivery.
- Providing technical oversight and review of personal and trust tax compliance, ensuring quality, consistency, and risk management across the portfolio.
- Leading on significant HMRC matters, including complex enquiries, investigations, disclosures, and negotiations.
- Proactively identifying advisory opportunities and driving additional value for clients, contributing directly to revenue growth.
- Playing a key role in business development through originating work, supporting proposals and pitches, and strengthening long-term client relationships.
- Providing senior leadership within the team, mentoring and developing junior staff, and sharing advanced technical knowledge and best practice.
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The Individual:
A Private Client Tax professional who is either looking to make a step into a Senior Manager role or an experienced Senior Manager-level individual who will join a tax department to grow and service the tax offering to clients, whilst looking to develop and progress further in their career.
- CTA/ACA/ACCA qualified or equivalent.
- IT literate (Excel, Word, tax software)
- Effective communication skills - verbal and written
- Ability to supervise juniors in the team
- Organisational skills and the ability to plan and prioritise work accordingly.
- Client focus & commercial awareness
- Problem solving and decision making
- Ability to work well under pressure
- Be positive and committed in dealings with both clients and staff
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