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Private client tax senior manager

Tunbridge Wells
Insite Finance
Manager
€150,000 - €200,000 a year
Posted: 14 February
Offer description

This is a senior private client role for someone who wants depth, autonomy and genuinely interesting work rather than a narrow compliance brief. The firm works closely with high‑net‑worth individuals, families and trustees, offering long‑term advisory support across trusts, estates and personal tax matters. The opportunity sits within a well‑established accountancy practice with a strong private client reputation and a collaborative, advisory‑led culture. The role is primarily based in Royal Tunbridge Wells, offering London‑quality work without the full‑time London grind.

What you'll be doing

Managing a portfolio of private clients, trusts and estates

Reviewing and overseeing trust accounts, trust and personal tax returns, R185s and IHT filings

Preparing and reviewing estate tax returns and related advisory work

Supporting partners and directors with ad hoc planning across trusts and estates

Explaining complex tax issues to clients in clear, practical language

Acting as a senior point of reference for technical queries within the team

Supporting and mentoring junior team members as required

What they're looking for

Strong experience in private client tax, trusts and estates

CTA, ACA, TEP or equivalent qualification

Either an existing senior manager or a manager ready to step up

Confident communicator with a client‑focused mindset

Comfortable balancing advisory work with high‑quality compliance

Background in professional practice within accountancy

What's on offer

Salary in the region of £80,000 to £95,000 depending on experience

Hybrid working

High‑end private client work within a respected accountancy firm

Clear progression beyond senior manager level

Comprehensive benefits package

This Private Client Tax Senior Manager role offers long‑term progression, technical challenge and the chance to work closely with sophisticated clients, all from a base in Royal Tunbridge Wells .

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