Private Client Senior Manager - Complience

Marks Sattin (UK) Ltd; Leeds; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Life assurance

Enhanced parental leave

Volunteer day

Employee Assistance Programme

Wellbeing support

Annual leave options

Job summary

Marks Sattin (UK) Ltd is seeking an experienced Private Client Tax Manager / Senior Manager to lead a varied portfolio of private clients, trusts and estates in Leeds. You will act as the main contact, deliver high-quality service and collaborate with the wider tax team.

The role combines compliance with advisory work, including CGT, remuneration planning, and IHT matters, with autonomy and a clear path to develop junior staff and expand client relationships. Hybrid working offered.

Qualifications

• Strong experience across Trust and Estate Tax compliance, trust registrations and IHT returns.
• Experience managing a client portfolio and building long-term client relationships.
• Ability to undertake independent technical research and provide practical solutions.
• Experience reviewing work and mentoring junior team members.
• Commercial awareness including WIP and billing management.
• Experience using CCH would be advantageous.

Responsibilities

• Manage your own portfolio of private clients, trusts and estates.
• Act as the main point of contact and build strong, long-term client relationships.
• Oversee MTD quarterly reporting, Final Declarations and Self-Assessment tax returns.
• Review work prepared by junior members of the team.
• Manage WIP, billing and fee proposals across your portfolio.
• Identify opportunities for additional work and cross-selling wider services.
• Prepare and support a range of ad-hoc tax advisory work.
• Advising on areas including CGT, remuneration planning, Trust Registrations and IHT returns.
• Work closely with specialist Tax Advisory and wider business teams.
• Line managing, mentoring and supporting junior team members.
• Help drive the adoption of new technology and more efficient ways of working.

Skills

Trust & Estate Tax

Client portfolio management

Advisory experience

Line management

WIP & billing management

Tax research

MTD reporting

CCH

Tools

CCH

Job description

Private Client Tax Manager / Senior Manager | Leeds - Hybrid | 65,000 + Excellent Benefits

Are you an experienced Private Client Tax professional looking for a role where you can take ownership of your own client portfolio, develop your technical expertise and play a key role in a growing tax team?

We are working with a leading professional services firm to recruit a Private Client Tax Manager / Senior Manager to join its established Tax team.

This is an excellent opportunity for someone with strong experience across Trust and Estate Tax who enjoys building long-term client relationships and wants a role offering a blend of compliance, advisory work, team development and genuine autonomy.

The Role:

You will take responsibility for managing your own varied client portfolio, acting as the main point of contact and ensuring a high-quality service is delivered throughout.

Alongside overseeing complex personal tax compliance, you will have the opportunity to get involved in a broad range of advisory work, including CGT, remuneration planning, trusts and IHT matters.

You will also play an important role in developing junior members of the team and identifying opportunities to add further value to your clients.

Day to Day Includes:

• Managing your own portfolio of private clients, trusts and estates.
• Acting as the main point of contact and building strong, long-term client relationships.
• Overseeing the completion of MTD quarterly reporting, Final Declarations and Self-Assessment tax returns.
• Reviewing work prepared by junior members of the team.
• Managing WIP, billing and fee proposals across your portfolio.
• Identifying opportunities for additional work and cross-selling wider services.
• Preparing and supporting a range of ad-hoc tax advisory work.
• Advising on areas including Capital Gains Tax, remuneration planning, Trust Registrations and Inheritance Tax returns.
• Working closely with specialist Tax Advisory and wider business teams.
• Line managing, mentoring and supporting junior team members.
• Helping drive the adoption of new technology and more efficient ways of working.

Skills & Experience:

• Strong experience across Trust and Estate Tax Compliance, Trust Registration Service, Trust Administration and IHT Returns.
• Experience managing a client portfolio and building strong client relationships.
• Ability to undertake independent technical research and provide practical solutions.
• Previous experience reviewing work and supporting junior team members.
• Commercial awareness, including WIP and billing management.
• Experience using CCH would be advantageous but is not essential.

Why Apply?

• Genuine autonomy and ownership over your client portfolio.
• Exposure to a broad mix of private client, trust and estate tax matters.
• Opportunity to develop advisory expertise alongside compliance responsibilities.
• Private medical insurance, with the option to extend cover to family members.
• Competitive pension scheme and life assurance.
• Enhanced parental leave.
• Paid volunteering day.
• Employee Assistance Programme and wellbeing support.
• Opportunity to buy or carry over annual leave.

This is a fantastic opportunity for an ambitious Private Client Tax Manager or experienced Assistant Manager looking for a role with genuine client ownership, strong technical exposure and the opportunity to develop their career within a growing and supportive team.

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