Company: INSITE PUBLIC PRACTICE RECRUITMENT LIMITED
Job Type: Permanent, FullTime
Salary: £75,000 - £90,000 per annum
Private Client Tax Senior Manager - Top 50 Accountancy Firm (Surrey)?? Location: Surrey | Hybrid working available?? Full-time | Permanent
Are you an experienced Private Client Tax professional ready to step into a senior leadership role with one of the UK's leading accountancy firms?
We are partnering with a highly regarded Top 50 practice who are looking for a Private Client Tax Senior Manager to join their thriving Private Client division. The successful candidate will manage a portfolio of HNWIs, trusts, estates, and complex personal tax cases, while also leading a motivated team and contributing to the firm's strategic growth.
?? Key Responsibilities: -
Oversee a varied portfolio of private clients with a strong focus on advisory and compliance.
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Deliver high-level tax planning services including inheritance tax, CGT, and trust structuring.
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Act as a key point of contact for clients, developing and strengthening relationships.
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Review and sign off on complex tax returns and ensure high standards of compliance.
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Lead and develop junior team members, providing coaching and technical support.
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Contribute to business development through networking and client engagement.
? What You'll Bring: -
CTA qualified (or equivalent).
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Proven experience in private client tax, ideally at Manager/Senior Manager level.
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Strong technical knowledge of personal tax, trusts, estates, and HNWI advisory.
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Excellent leadership, communication, and client relationship skills.
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A commercial mindset and a passion for delivering first-class client service.
�? What's On Offer: -
Competitive salary + bonus scheme.
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Hybrid working (typically 2-3 days in the office).
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Generous holiday allowance and benefits package.
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Clear progression opportunities within a growing firm.
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A supportive and flexible working culture with a focus on work/life balance