Personal Tax Senior Manager / Associate Director - Leeds

Tolley; Leeds; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is expanding its Private Client Tax team and seeking a CTA-qualified Senior Manager or Associate Director. This role offers a unique opportunity to work with HNW clients, providing expert advice on UK personal taxation. With a fully hybrid working model, you can enjoy a flexible work-life balance while managing client relationships and leading a team of junior advisers. This position not only promises career progression towards Director grade but also allows you to collaborate closely with experienced Partners. If you're looking to make a significant impact in a high-end practice, this is the role for you.

Qualifications

• Experience advising international and domestic high net worth individuals.
• Strong relationship management skills are essential.

Responsibilities

• Manage HNW client relationships as the primary point of contact.
• Oversee the annual compliance cycle and lead a team of junior tax advisers.
• Handle high-end income and capital taxes planning projects.

Skills

CTA Qualification

Relationship Management

Tax Planning

Advising High Net Worth Individuals

Education

CTA Qualification

Job description

Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners, and non-doms / international wealth on all areas of their UK personal taxation.

The team is expanding and seeking to appoint a CTA-qualified personal tax Senior Manager or Associate Director. This role is suitable for a talented adviser eager to be part of a dynamic, high-quality Private Client team. There is genuine scope for progression towards Director grade with support from the team's Partners.

The firm has adopted a fully hybrid working model, allowing for 2-3 days of remote work per week if preferred.

Key Responsibilities

1. Managing HNW client relationships as their primary point of contact.
2. Overseeing the annual compliance cycle and leading a team of junior tax advisers.
3. Handling high-end ad hoc income and capital taxes planning projects.
4. Advising on CGT, IHT, domicile/residence issues, and trust structures.
5. Collaborating closely with leading Partners as needed.
6. Identifying planning opportunities and supporting marketing and networking initiatives.

This client-facing role requires excellent relationship management skills. The CTA qualification is essential, along with experience advising both international and domestic HNWIs.

This position offers a career opportunity within a high-end Private Client practice, with the benefit of flexible work/life balance. Ref 5200.

For more information and a full job description, please contact me at [e-mail].