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Date Added: Sat 05/04/2025

Pirvate Tax-Senior Manager

Surrey, UK
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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.

  • Deliver high-level tax planning services including inheritance tax, CGT, and trust structuring.

  • Act as a key point of contact for clients, developing and strengthening relationships.

  • Review and sign off on complex tax returns and ensure high standards of compliance.

  • Lead and develop junior team members, providing coaching and technical support.

  • Contribute to business development through networking and client engagement.

? What You'll Bring:
  • CTA qualified (or equivalent).

  • Proven experience in private client tax, ideally at Manager/Senior Manager level.

  • Strong technical knowledge of personal tax, trusts, estates, and HNWI advisory.

  • Excellent leadership, communication, and client relationship skills.

  • A commercial mindset and a passion for delivering first-class client service.

�? What's On Offer:
  • Competitive salary + bonus scheme.

  • Hybrid working (typically 2-3 days in the office).

  • Generous holiday allowance and benefits package.

  • Clear progression opportunities within a growing firm.

  • A supportive and flexible working culture with a focus on work/life balance

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