Private Client Tax Senior Manager
other jobs Insite Public Practice Recruitment Limited
Added before 6 Days
- England,South East,Surrey
- Full Time, Permanent
- £80,000 - £85,000 per annum
Job Description:
Job Title: Private Client Tax Senior Manager
Location: Leatherhead, Surrey (Flexible Working Available)
Salary: £80,000 + £85,000 (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.
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
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
Location: Leatherhead, Surrey (Flexible Working Available)
Salary: £80,000 + £85,000 (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.
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
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
Job number 3628979
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Company Details:
Insite Public Practice Recruitment Limited
We are the UK’s and US acknowledged market leading Financial and Accountancy Consultancy; with the largest team of experienced Consultants and S...