Private Client Tax Manager

Insite Public Practice Recruitment Limited; Guiseley; On-site; GBP 55,000 - 70,000; Full time

Job summary

Insite Public Practice Recruitment Limited is recruiting a Private Client Tax Manager for a Leeds practice. You will work with entrepreneurs, business owners, HNW individuals and families, handling day-to-day tax matters and strategic planning.

You will manage a varied mix of compliance and advisory work, develop long-term client relationships, and collaborate with wider tax and advisory teams to delivery tailored solutions.

Qualifications

• Private client tax experience in a UK practice.
• Experience advising HNW individuals and business owners.
• Strong knowledge of Income Tax, CGT and IHT.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Provide advisory services beyond compliance.
• Mentor junior team members and develop client relationships.

Skills

Private client tax

Relationship building

Commercial mindset

Client advisory

Education

ACA/CTA or equivalent

Job description

Private Client Tax Manager - Leeds

£55,000 - £70,000 + benefits

Location: Leeds

Role: Private Client Tax Manager

What if your next role was about the client - not just the tax return?

We're looking for a Private Client Tax Manager to join an ambitious Leeds practice where relationships, advisory work and commercial thinking sit at the heart of the role.
You'll work with entrepreneurs, business owners, HNW individuals and families, helping them navigate everything from day-to-day tax matters through to major life and business decisions.
This is a role for someone who enjoys getting to know their clients and becoming a trusted adviser.

What will you be working on?

Expect a varied mix of compliance and genuinely interesting advisory work, including:

• Managing a portfolio of HNW private clients.
• Advising entrepreneurs and business owners.
• Income Tax, CGT and IHT planning.
• Trust and estate matters.
• Succession and family wealth planning.
• Tax considerations around business sales and disposals.
• Shareholder and remuneration planning.
• Advising on changes to ownership and wealth structures.
• Identifying tax planning opportunities.
• Working alongside corporate tax and wider advisory teams.
• Building and developing long-term client relationships.
• Mentoring and developing junior team members.
• Supporting business development and networking.

The people you'll work with

This isn't a role where you'll simply inherit a list of tax returns.
You'll work with successful people with complex financial affairs, often alongside their wider professional advisers.
You'll get involved in understanding their businesses, families, wealth and future plans - and help shape the tax strategy around them.

Could this be you?

We're open to conversations with:
Private Client Tax Managers Assistant Managers Ambitious Seniors
You'll ideally bring:

• Strong private client experience within UK practice.
• ACA, CTA or equivalent qualification.
• Strong technical knowledge across Income Tax, CGT and IHT.
• Experience with HNW clients and business owners.
• Exposure to trusts, estates or succession planning.
• Strong communication and relationship-building skills.
• Confidence dealing with senior clients.
• A desire to develop commercially and build your network.

Why Leeds?

This is a chance to join a growing team where you can have visibility, influence and ownership.
You'll be able to:

• Build your own client relationships.
• Develop your advisory profile.
• Work with entrepreneurs and HNW individuals.
• Increase your exposure to complex private client work.
• Develop your network.
• Mentor future tax talent.
• Progress towards senior leadership opportunities.

Package

£55,000 - £70,000 + benefits, depending on experience.