Private Client Tax Manager - Leeds

Pro-Tax; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading tax advisory firm in Leeds is seeking a Private Client Tax Advisory Manager to ensure the accuracy of tax reports and deliver exceptional client service. You will leverage your personal tax expertise to resolve tax issues with HMRC and support business development. The firm offers a dynamic hybrid work environment and robust employee benefits, fostering career progression and inclusivity for all professionals. If you are ready to contribute to a supportive team, apply today.

Benefits

Competitive salary

Annual performance bonuses

Wellbeing support

Career progression pathways

Qualifications

• Significant experience in developing project plans and meeting deadlines.
• Proficiency in personal tax services and client management.
• Ability to identify opportunities across tax clients and service lines.

Responsibilities

• Review tax reports to ensure accuracy and quality from junior staff.
• Engage with HMRC on various tax-related issues.
• Assist in identifying and addressing advisory issues like exit planning.

Skills

Proven expertise in personal tax services

Creative problem-solving skills

Business development skills

Education

Relevant professional qualifications (e.g., CTA)

Tools

Personal tax software (e.g., CCH Central)

Job description

Private Client Tax Advisory Manager - Manchester

Are you ready to advance your career by joining a dynamic and forward-thinking professional team in Leeds? Our client, a globally recognized leader in audit, tax, advisory, and consulting services, seeks a dedicated Private Client Tax Advisory Manager. Join an inclusive environment where your innovative thinking and expertise in personal tax services will be empowered to drive impactful results.

What You’ll Do

• Review tax reports prepared by junior team members, ensuring accuracy and quality.
• Keep WIP analysis and billing up to date.
• Ensure that client files meet required standards for Quality Control Reviews (QCR).
• Engage with HMRC to resolve a variety of tax-related issues.
• Assist partners in identifying and addressing advisory issues, such as shareholder profit extraction, exit planning, personal succession planning, individual relocation, and more.

What You’ll Bring

• Proven expertise in personal tax services and relevant professional qualifications (e.g., CTA) or equivalent experience.
• Significant experience in developing project plans and ensuring deadlines are met consistently.
• Creative problem‑solving skills to generate innovative ideas and develop new methodologies.
• Proven ability to identify opportunities for business development across tax clients and other service lines.
• Proficiency in personal tax software, such as CCH Central, is advantageous.

Salaries & Benefits

Our client offers a competitive salary, annual performance bonuses, regular salary reviews, and an award‑winning hybrid working model. You’ll benefit from a robust package of wellbeing support, clear career progression pathways, and a collaborative, inclusive workplace. Ready to shape your future as part of an innovative and supportive team? Apply today and make your mark with our client in Leeds!

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.