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    Senior Tax Manager

    Accounting
    Insite Public Practice Recruitment Limited
    Surrey, Leatherhead
    Permanent
    Competitive
    Hybrid

    Job Description

    An established accountancy practice is looking to appoint an experienced Private Client Tax Senior Manager to join its growing team.

    The role offers responsibility for a varied portfolio of HNW individuals, trusts, estates and business owners , alongside exposure to more complex advisory and tax planning work.

    The Opportunity

    You'll take ownership of a portfolio of private clients, acting as a trusted adviser and working closely with Partners and Directors on more complex matters.

    Key responsibilities will include:

    • Managing a portfolio of HNW and private clients

    • Acting as a key point of contact for individuals, trustees and professional advisers

    • Overseeing personal tax, trust and estate compliance

    • Advising across areas including IHT, CGT, income tax and trusts

    • Identifying tax planning and advisory opportunities

    • Supporting complex trust, estate and succession planning projects

    • Dealing with HMRC correspondence and enquiries where required

    • Reviewing work and providing technical guidance to the wider team

    • Supporting and developing junior members of the team

    • Building strong, long-term client relationships and contributing to the growth of the portfolio What We're Looking For

    • CTA qualified, or ACA/ACCA qualified with significant personal tax experience

    • Strong UK practice background

    • Proven experience managing a private client portfolio

    • Strong technical knowledge across personal tax, trusts and estates

    • Experience working with HNW/UHNW individuals

    • Good exposure to IHT, CGT and trust-related matters

    • Previous team leadership or mentoring experience

    • Strong communication and client relationship skills

    • A commercial and proactive approach to client service What's on Offer

    • Competitive salary and benefits

    • Hybrid and flexible working

    • Exposure to complex HNW and private client work

    • Strong advisory and technical development

    • Client-facing responsibility

    • Supportive team environment

    • Clear opportunities for progression If you're an experienced private client tax professional looking for a senior role with greater responsibility and exposure to complex advisory work, get in touch for a confidential conversation.

    Posted on October 4, 2026

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