Private Client Tax Manager

Crowe Watson Recruitment; Ouzlewell Green; On-site; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Company pension

And much more!

Job summary

Crowe Watson Recruitment is seeking a Private Client Tax Manager in Leeds to oversee a portfolio of high-net-worth individuals, trusts and estates. The role focuses on advising on income tax, capital gains tax and inheritance tax, and managing compliance reviews.

Ideal candidates hold CTA/ACA/ACCA qualifications with at least five years of UK practice experience, demonstrating strong client relationships and the ability to mentor junior staff while handling HMRC inquiries.

Qualifications

• Requires CTA/ACA/ACCA qualification with strong private client tax background.
• Minimum five years’ experience in a UK Practice environment.
• Experience managing a private client portfolio with technical accuracy.
• Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts.

Responsibilities

• Managing a portfolio of HNW individuals, trusts and estates.
• Advising across income tax, capital gains tax and inheritance tax.
• Reviewing self assessment returns and overseeing the compliance process.
• Mentoring the junior members of the tax team.
• Handling HMRC enquiries and investigations.

Skills

Private client tax

Client relationships

Tax advisory

Mentoring juniors

Managing HMRC inquiries

Education

CTA or ACA/ACCA qualified

5+ years UK Practice experience

Job description

Private Client Tax Manager

£55,000 to £65,000 per annum (DOE) Permanent, full time

Leeds

Run your own private client portfolio in a team that values technical quality. A leading firm of Chartered Accountants in Leeds is looking for a CTA and/or ACA/ACCA qualified Private Client Tax Manager.

The client base is varied, covering compliance and advisory work, with partners alongside you on the more complex matters. The practice is collaborative, rewards technical ability and commercial awareness, and will back your progression. Crowe Watson Recruitment places accountancy professionals from trainee through to Partner and knows the Yorkshire private client market well.

What's the day to day of the role:

• Managing a portfolio of HNW individuals, trusts and estates
• Advising across income tax, capital gains tax and inheritance tax
• Reviewing self assessment returns and overseeing the compliance process
• Keeping client relationships strong and trusted
• Mentoring the junior members of the tax team
• Handling HMRC enquiries and investigations

Required skills and qualifications:

• CTA and/or ACA/ACCA qualified with a strong private client tax background
• At least five years' experience within a UK Practice environment
• Experience managing a private client portfolio with technical accuracy
• Strong knowledge of UK personal tax, capital gains tax, inheritance tax and trusts
• Confident with clients, detail focused, and able to juggle competing deadlines

Benefits:

• Flexible working
• Company pension
• And much more!

You might not meet all the criteria, but if you're passionate about developing your career, we'd love to hear from you. Ref: CWK851. Crowe Watson is acting as an Employment Agency; pay rates are indicative and salary depends on experience. We're unable to assist with sponsorship applications, so all candidates must have the right to work in the UK without restriction.