Private Client Tax Senior Manager

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Private Client Tax Senior Manager

City of London – 3 days from home, 2 days in the office

You’ll be the driving force behind the private client service delivery, managing a diverse HNW portfolio while leading technical advisory work and developing your team. This is a client‑facing, business‑building role where technical excellence meets commercial acumen.

• Manage a sophisticated portfolio of HNW individuals, partnerships, and OMB proprietors
• Drive delivery of complex tax advisory work and produce high‑quality reports
• Deal with advanced CGT issues and IHT planning including trusts and lifetime transfers
• Oversee UK tax return processes across diverse client base
• Interact confidently with HMRC on complex matters, including enquiries and negotiations
• Advise on incorporation, anti‑avoidance legislation, and transactional scenarios
• Handle UK trusts and estates (trust account preparation/review desirable)
• Lead pitches, proposals, and presentations
• Evidence regular cross‑referrals to other business areas
• Take responsibility for WIP management and billing
• Oversee and mentor junior staff on day‑to‑day delivery
• Drive internal process improvements

• CTA qualified or equivalent professional qualification with demonstrable experience
• Advanced understanding of core private client tax including anti‑avoidance legislation
• Expert knowledge of self‑assessment, CGT, IHT planning, trusts, and estates
• Experience with in corporations, partnerships, and OMBs
• Proven report writing and advisory work experience
• Demonstrates commercial judgment and strategic thinking
  
  Proactive in business development with evidenced results

• Director

• Full‑time

• Accounting/Auditing

• Accounting