Private Client Tax Manager: Lead & Grow Advisory

IPS Group Limited; Wetherby; On-site; GBP 45,000 - 55,000; Full time

Job summary

IPS Group Limited is seeking a Tax Manager to lead a portfolio of private clients, combining tax compliance with advisory work and progressing towards senior leadership. The role supports a 4- or 5-day week and emphasizes development within a growing firm in the Yorkshire market.

The ideal candidate is ATT/CTA qualified with private client experience, strong knowledge of income tax and CGT, and excellent client relationships. A strategic, client-focused mindset is essential.

Qualifications

• ATT or CTA qualified with relevant tax experience.
• Experience working with private clients, especially personal taxation, shareholder matters and estate/succession planning.
• Strong knowledge of income tax and CGT; broader tax understanding.

Responsibilities

• Manage a portfolio of private clients, overseeing income tax compliance and preparing tax computations and returns.
• Liaise with HMRC on client matters and undertake research into tax technical issues.
• Assist with the preparation of tax advice across income tax and CGT.
• Build strong relationships with clients and other professional advisers.
• Develop advisory skillset by working alongside senior colleagues on more complex client matters.
• Contribute to the development of the wider tax team and improve processes and service delivery.
• Take increasing responsibility for the department with the longer-term opportunity to progress into a leadership role.

Skills

Excellent communication

Client relationships

Commercially aware

Independent worker

Education

ATT or CTA qualification

Job description

IPS Group Limited is seeking a Tax Manager to lead a portfolio of private clients, combining tax compliance with advisory work and progressing towards senior leadership. The role supports a 4- or 5-day week and emphasizes development within a growing firm in the Yorkshire market.

The ideal candidate is ATT/CTA qualified with private client experience, strong knowledge of income tax and CGT, and excellent client relationships. A strategic, client-focused mindset is essential.