Private Client Manager/Senior Manager

Taxation; Leeds; Hybrid; GBP 85,000 - 120,000; Full time

Job summary

Taxation in Leeds is seeking a Private Client Tax Manager / Senior Manager to lead complex advisory work for a varied private client portfolio, combining technical tax expertise with client relationship management and business development.

You will lead and project manage assignments, review Self-Assessment returns, mentor juniors, support departmental strategy, and contribute to growth opportunities. UK-qualified professionals with CTA, ACA/CA, ATT, STEP or similar are encouraged to apply.

Qualifications

• Experience delivering private client tax advisory services.
• Ability to manage client relationships and win new business.
• Experience leading teams and mentoring junior staff.

Responsibilities

• Lead and project manage complex advisory assignments for private clients.
• Provide strategic tax advice and review Self-Assessment returns.
• Develop and nurture trusted client relationships with external advisers where appropriate.
• Contribute to the department and firm's strategic objectives as part of the management team.
• Identify opportunities for business development and growth.

Skills

Client relationship management

Tax advisory

Team leadership

Education

CTA, ACA/CA, ATT, STEP or similar qualification

Job description

Are you an experienced Private Client tax professional looking for a role where you can combine technical expertise, client relationships and business development? Do you wish to work for a firm that prides itself on a focus on wellbeing, development and work-life balance?

We’re working with an established and ambitious tax practice that is looking for a Private Client Tax Manager / Senior Manager to join its growing team. This is a senior role offering the opportunity to work on complex advisory projects while playing an active part in the wider development of the department and firm.

You’ll lead and project manage challenging technical assignments, providing strategic tax advice to a varied private client portfolio. You’ll also manage and develop trusted client relationships, review complex Self-Assessment returns and work closely with external advisers where appropriate.

Alongside your client work, you’ll be part of the management team, supporting the department’s strategic objectives, developing junior team members and sharing your technical expertise across the wider business. There will also be genuine scope to contribute to business development and identify new opportunities.

We’re looking for a CTA, ACA/CA, ATT, STEP or similarly qualified professional with strong UK private client advisory experience.

If you’re looking for a role offering technical variety, client exposure, leadership responsibility and the opportunity to influence growth, we’d be keen to hear from you.

Please note that only those applicants who have a legal right to work in the UK and have an appropriate amount of practical, relevant UK tax experience will be considered for this role. Additionally, candidates who are already registered with us will be automatically considered for this Leeds-based role.