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 #J-18808-Ljbffr