Private Client Tax Manager

Taxation; Leeds; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Flexible working

Hybrid work model

Job summary

A leading accountancy and advisory firm in the United Kingdom is seeking a Private Client Tax Manager to join its established tax team. You will manage a portfolio of private clients, delivering both compliance and advisory services in a supportive environment.

You will have responsibility for identifying planning opportunities, maintaining client relationships, and ensuring deadlines are met, with hybrid working and clear opportunities for progression.

Qualifications

• CTA/ACA/ACCA or equivalent with private client tax experience.
• Experience managing portfolios of private client tax matters.
• Strong knowledge of personal tax legislation and compliance.
• Excellent communication and relationship-building skills.
• Ability to research and interpret complex tax legislation.
• Experience reviewing work and mentoring junior staff.
• A commercial, client-focused approach.

Responsibilities

• Manage a portfolio of private clients and act as the main point of contact.
• Deliver personal tax compliance and advisory work.
• Identify tax planning opportunities and potential risks for clients.
• Build and maintain strong long-term client relationships.
• Coordinate workflow and meet HMRC deadlines.
• Review junior colleagues’ work and provide guidance.
• Collaborate with the wider tax team on complex matters.
• Monitor portfolio performance, productivity and profitability.

Job description

Your new company

A leading accountancy and advisory firm is seeking a Private Client Tax Manager to join its established tax team. This is an excellent opportunity to work with a diverse portfolio of individuals, business owners and high-net-worth clients, delivering both compliance and advisory services within a supportive and collaborative environment.

Your new role

You will be responsible for managing a portfolio of private clients while supporting the delivery of high-quality tax advice and ensuring compliance obligations aremet.

• Managing a portfolio of private clients and acting as a key point of contact.
• Delivering a mixture of personal tax compliance and advisory work.
• Identifying tax planning opportunities and wider tax risks for clients.
• Building and maintaining strong long-term client relationships.
• Managing workflow and ensuring all HMRC deadlines are met.
• Reviewing the work of junior team members and providing guidance and support.
• Working closely with colleagues across the wider tax team on complex client matters.
• Monitoring portfolio performance, productivity and profitability.

What you'll need to succeed

To be successful in this role, you will be CTA, ACA, ACCA or equivalent qualified with previous experience working within private client or personal tax.

• Experience managing a portfolio of private client tax matters.
• Strong technical personal tax knowledge.
• Exposure to both compliance and advisory work.
• Excellent communication and relationship-building skills.
• The ability to research and interpret complex areas of tax legislation.
• Experience reviewing work and supporting junior colleagues.
• A commercial and client-focused approach.

What you'll get in return

• Competitive salary and benefits package.
• Flexible and hybrid working arrangements.
• Exposure to a varied and interesting client portfolio.
• Clear opportunities for career progression.
• Ongoing technical and professional development.
• Supportive and collaborative team culture.
• A broad mix of compliance and advisory work.