Private Client Tax Senior Manager

6 days ago

Leatherhead, Surrey, United Kingdom Insite Group Full time

Job Title: Private Client Tax Senior Manager

Location: Leatherhead, Surrey

Salary: Up to £85,000 (dependent on experience) + benefits

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? This is the opportunity to join a market-leading practice with over 90 years of heritage. They are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.

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
  • Deliver accurate, timely advice in a demanding, deadline-driven environment
  • Provide technical mentorship to consultants
  • Contribute to the team's reputation for excellence

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
  • Outstanding written and verbal communication skills
  • Ability to manage competing priorities in a fast-paced environment
  • Excellence in client relationship management
  • Strong IT skills and adaptability to new technologies
  • Confidence to challenge conventional thinking
  • Ability to distil complex tax issues into clear, actionable advice

Ready to Elevate Your Private Client Career?

Join a practice where technical excellence meets exceptional client service. Where your expertise will be recognised, your development supported, and your contribution valued.
Apply now
to discuss this opportunity in confidence.

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