Personal Tax Senior - Leeds

Pro-Tax; Leeds; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Benefits

Job summary

A leading accountancy firm in Leeds is seeking an experienced Personal Tax Senior to manage a portfolio of private clients. The successful candidate will handle personal tax compliance, including self-assessment tax returns and trust returns, while working closely with managers on client delivery. Applicants should be ATT/CTA/ACA qualified (or near-qualified) with a collaborative, team-oriented attitude. This role offers a competitive salary between £30,000 and £40,000 plus benefits, promoting diversity and inclusion within the recruitment process.

Qualifications

• Demonstrable experience in UK private client tax.
• Confidence in preparing and/or reviewing personal tax returns.
• Exposure to trusts or estates is a plus.

Responsibilities

• Manage a portfolio of private tax clients.
• Handle personal tax compliance and self-assessment tax returns.
• Work closely with managers on client delivery.

Skills

Experience in UK private client tax

Preparation of personal tax returns

Team-oriented attitude

Education

ATT / CTA / ACA qualified (or near-qualified)

Job description

Personal Tax Senior

Leeds City Centre, Independent Accountancy firm • £30,000 - £40,000 + Benefits

We are currently working for a leading accountancy firm in the centre of Leeds who are looking to bring in an experienced Tax Senior or Semi Senior to run and manage their own portfolio.

As a Personal Tax Senior you'll get involved in:

• Managing a portfolio of private tax clients, including HNWIs, entrepreneurs, and family business owners.
• Handle personal tax compliance, including self‑assessment tax returns, trust returns, and basic advisory elements (as applicable).
• Work closely with managers and directors on client delivery, and take increasing ownership of client communications.
• Contribute to the team's knowledge‑sharing culture and participate in client meetings where appropriated.

What you'll need to succeed:

• ATT / CTA / ACA qualified (or near‑qualified), with demonstrable experience in UK private client tax.
• Confidence in preparing and/or reviewing personal tax returns, including exposure to trusts or estates.
• A collaborative, team‑oriented attitude and eagerness to grow your tax career within a supportive firm.
• Previous experience with OMBs or high‑net‑worth clients is advantageous.

Want to find out more about this role? Give Sam Minor a call on 07764700259 or email at [e-mail]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.