Private Client Tax Senior Manager

Base pay range

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from Insite Group

Job Title: Private Client Tax Senior Manager

Location: Leatherhead, Surrey (Flexible Working Available)

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.

• 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

• 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

• Director

• Full-time

• Accounting/Auditing
• Accounting