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Private client tax senior manager

Tunbridge Wells
Insite Public Practice Recruitment Limited
Manager
Posted: 19h ago
Offer description

Private Client Tax Senior Manager
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.
The role
As Private Client Tax Senior Manager, you will take ownership of a complex and rewarding client portfolio, combining technical compliance with planning and advisory work. You will work closely with directors and partners, acting as a trusted adviser to clients and a senior technical presence internally.
The role is mainly office-based in Royal Tunbridge Wells, with hybrid working (three days in the office) and occasional travel to London for client meetings.
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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