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Private client tax senior manager

Wells
Insite Finance
Manager
Posted: 16 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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