Private Client Tax Manager (Compliance) - Leeds

Pro-Tax; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading tax compliance firm in Leeds is seeking a Private Client Manager specializing in Personal Tax Compliance. In this role, you will manage a diverse portfolio and ensure clients meet their tax obligations. Candidates should have over 5 years of personal tax compliance experience and strong proficiency in tax software, specifically CCH. This position offers hybrid working options, competitive salary, and opportunities for career progression.

Benefits

Hybrid working options

Performance-based bonuses

Comprehensive wellbeing support

Qualifications

• Minimum of 5 years of experience in personal tax compliance or assurance.
• Strong proficiency in tax software (CCH) and Microsoft Office tools.
• Exceptional communication and interpersonal skills to build lasting client relationships.

Responsibilities

• Deliver comprehensive tax compliance and assurance services.
• Review tax returns and key documents.
• Develop and own client relationships.

Skills

Personal tax compliance

Tax software proficiency (CCH)

Communication skills

Tools

CCH

Microsoft Office

Job description

Private Client Manager (Compliance) - LeedsExciting Opportunity in Personal Tax Compliance

Are you ready to take your career in personal tax to the next level? Our client is seeking a dedicated and experienced Private Client Tax Assurance/Compliance Manager to join their Leeds-based team. This exciting role offers an opportunity to manage a diverse portfolio, including individuals, partnerships, business owner-managers, and trustees. Our client prides itself on fostering a collaborative and inclusive work environment where you can thrive and make a real impact.

What You'll Do

• Deliver comprehensive tax compliance and assurance services to individuals, partnerships, trusts, and estates.
• Review tax returns and key documents to ensure clients meet obligations.
• Develop and own client relationships, identifying opportunities for tax advisory services.
• Mentor and support junior tax staff to enhance their professional growth.
• Ensure work-in-progress analysis and billing remain up-to-date and accurate.

What You'll Bring

• Minimum of 5 years of experience in personal tax compliance or assurance.
• Strong proficiency in tax software (CCH) and Microsoft Office tools.
• Exceptional communication and interpersonal skills to build lasting client relationships.

What We Offer

• Hybrid working options for a great work-life balance.
• Clear opportunities for career progression and development.
• Performance-based bonuses, competitive salary, and regular benchmarking reviews.
• Comprehensive wellbeing support for our client's team.

Does this sound like the kind of opportunity where you can thrive? If so, apply now to become a key member of our client's Leeds office, located in the vibrant business district of Wellington Place, just a 10-minute walk from Leeds Station.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.