Personal Tax Manager - Leeds

Georgiana Head Recruitment Limited; Leeds; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Flexible working hours

Ongoing training and development

Comprehensive benefits package

Job summary

A top accountancy firm in Leeds is seeking a Personal Tax Manager with strong experience in managing personal tax compliance services. The successful candidate will oversee a growing portfolio, provide tailored advice, and support junior staff development. This role offers the potential for flexible working arrangements, ongoing training opportunities, and a comprehensive benefits package, including family-friendly policies. Ideal candidates will demonstrate excellent organisational skills, a high attention to detail, and a proactive attitude toward their work.

Qualifications

• Experience managing personal tax compliance services at a managerial level.
• Experience in overseeing and training junior staff.
• Knowledge of inheritance and capital gains tax planning.

Responsibilities

• Manage the personal tax compliance cycle for private clients.
• Provide ad hoc advice related to the compliance cycle.
• Support the development of junior staff through on-the-job training.

Skills

Personal tax compliance services

Communication skills

Organisational skills

Attention to detail

IT skills

Job description

Our client is a Top 20 accountancy firm and this role will be based in their Leeds office. They seek a Personal Tax specialist at Manager level. The successful candidate will be part of the Personal Tax team, responsible for managing the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to a growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses.
As a training office, there is also an expectation that the candidate would support the development of more junior staff in on the job training. There will also be opportunities to get involved in firm wide advisory, committees and presentations if the successful candidate wishes to do so.

The firms Tax Services Group North (TSGN) consists of over 50 employees spread over 4 UK offices (Edinburgh, Inverness, Leeds and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

The role would suit an individual with previous relevant experience of management as they will be expected to manage their own portfolio whilst also being responsible for reviewing the work of more junior tax staff. The successful candidate will be able to demonstrate the following:

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will be experienced in the delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Will have had experience in the provision of tailored advice, including, inheritance and capital gains tax planning, international tax aspects, and trust planning. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base is required to permit work in most if not all of the above areas. Land based issues form a significant part of the current workload.
• Will be from a professional services background
• Will be a confident communicator to colleagues, partners and clients
• Comfortable working on own initiative as well as being a good team player
• High attention to detail and the ability to work in a timely manner
• Excellent IT skills

Ongoing training will be provided, with the opportunity for the individual to attend both internal and external training sessions. The firm will consider a part-time or full-time appointment and flexible working is possible. This is a growing team and there is clear scope for promotion. Excellent salary and benefits package too, including family friendly policies.