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

The Role

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.

Responsibilities

• 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

The Individual

• 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 incorporations, partnerships, and OMBs


• Proven report writing and advisory work experience


• Demonstrates commercial judgment and strategic thinkingProactive in business development with evidenced results

Seniority level

• Director

Employment type

• Full‑time

Job function

• Accounting/Auditing

Industries

• Accounting