Private Client Tax Manager

Insite US; Leeds; On-site; GBP 55,000 - 65,000; Full time

Job summary

Insite US is recruiting an experienced Private Client Tax Manager in Leeds. The role focuses on managing a varied portfolio of high-net-worth individuals, families, trusts and estates, providing both compliance and advisory support beyond straightforward tax returns.

The successful candidate will handle UK personal tax matters, review Self Assessment tax returns, and guide junior staff while developing client relationships and opportunities for additional advisory work.

Qualifications

• Experience in UK private client tax and advisory work.
• Ability to manage a client portfolio and build relationships.

Responsibilities

• Manage a portfolio of high-net-worth private clients, families, trusts and estates.
• Oversee preparation/review of Self Assessment tax returns.
• Provide advice on UK income tax and capital gains tax matters.
• Work with trusts, estates, partnerships and owner-managed businesses.
• Support business owners with personal tax affairs and planning.
• Identify opportunities to provide additional advisory services and develop junior staff.

Skills

Private client tax

Education

ACA/CTA/ATT qualified

Job description

I'm currently working on an opportunity for an experienced Private Client Tax Manager to join a well-established accountancy practice in Leeds.

This is a varied role for someone who enjoys working closely with private clients and wants exposure to more than just straightforward tax compliance. You'll work with a portfolio of high-net-worth individuals, business owners, families, trusts and estates, providing both compliance and advisory support.

The role

You’ll take responsibility for managing a varied portfolio of private clients, acting as a key point of contact and building strong, long-term relationships.

Your work will include:

• Managing a portfolio of HNW and private clients.
• Overseeing the preparation and review of Self Assessment tax returns.
• Advising clients on UK income tax and capital gains tax matters.
• Working with trusts, estates and family groups.
• Supporting business owners and entrepreneurs with their personal tax affairs.
• Providing advice around tax planning and other ad hoc private client matters.
• Reviewing work completed by more junior members of the team.
• Liaising with clients and other advisers where appropriate.
• Identifying opportunities to provide additional advice and support.
• Helping develop more junior members of the team and sharing your technical knowledge.

What they're looking for

You’ll ideally be ACA, CTA or ATT qualified, with solid experience working within a UK private client tax team.

You’ll have a good technical understanding of UK personal tax, alongside experience managing your own client portfolio.

The ideal person will be comfortable dealing directly with clients, able to manage their own workload and enjoy working on more complex affairs rather than purely high-volume compliance.

Experience across HNW individuals, trusts, estates, partnerships or owner-managed businesses would be particularly useful.

Why consider it?

This would suit someone who has reached Manager level and wants a role where they can continue developing advisory experience, work with a genuinely interesting client base and have the opportunity to build strong client relationships.

The salary is £55,000-£65,000, with a wider benefits package and the opportunity to progress within the team.

If you’re currently a Private Client Tax Manager in Leeds - or perhaps a strong Senior looking for that next step - it’s worth having a conversation about.