Private Client Tax Senior

Stafffinders; Leeds; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work

Pension scheme with life cover

Income protection

Annual leave with buy-sell option

CPD support

Job summary

Stafffinders is recruiting a Private Client Tax Senior for its West Yorkshire team. You will manage a varied portfolio of private clients, handle tax compliance, planning and advisory work, and support senior colleagues while building strong client relationships.

You will bring AAT and/or ATT qualifications with experience in the Accountancy/Tax sector, and a UK driving licence is preferred. The role offers hybrid working with three days in the office and ongoing CPD support.

Qualifications

• Experience delivering Private Client Tax advisory projects.
• Strong client service and relationship-building skills.
• Good knowledge of Capital Gains Tax, Inheritance Tax, and related compliance.

Responsibilities

• Support delivery of Private Client Tax advisory projects for a varied client portfolio.
• Liaise with colleagues across service lines and external parties to progress engagements.

Skills

Client communication

Tax advisory

Private Client Tax

Education

AAT/ATT qualification

Job description

Ready to take the next step in your Private Client Tax career and broaden your advisory experience?

We’re looking for an experienced Private Client Tax Senior to join our client’s growing team in West Yorkshire. This opportunity will see you work across a varied portfolio of private clients, managing key relationships and supporting a range of tax compliance, planning and advisory projects.

Whether you’re currently working as a Personal Tax Senior, Tax Advisor or Private Client Tax Specialist, this is an excellent opportunity to strengthen your technical expertise and progress your career within a collaborative professional services environment.

What you will get in your new role

• Competitive salary
• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover and Income Protection
• Hybrid - 3 days in office. They're happy to be flexible and discuss working patterns
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme. Enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees

Responsibilities in your new role as Private Client Tax Senior

You’ll support the delivery of a varied range of Private Client Tax advisory projects, working directly with clients to gather information and keep projects progressing smoothly. You’ll liaise with colleagues across different service lines and external third parties, ensuring everyone remains informed throughout each engagement.

Working closely with the Private Client Tax team, you’ll assist with advice across Capital Gains Tax, Inheritance Tax, income tax planning, business restructuring, estates, trusts and Stamp Duty Land Tax, while supporting clients with their ongoing tax compliance requirements. You’ll also identify potential advisory opportunities within the existing compliance portfolio and support senior tax colleagues with ad hoc queries from across the wider business.

Alongside your client work, you’ll keep up to date with changes in tax legislation, identifying potential issues and escalating these to the Senior Tax Manager, Tax Director or Tax Partner where appropriate. You’ll also support the onboarding of new clients, including preparing the required risk management documentation for new matters.

Your personality, experience and qualifications

You will have previous experience in a similar role within the Accountancy, Tax or Financial Services sector, with a strong commitment to delivering exceptional client service. You’ll be AAT and/or ATT qualified as a minimum, with practical knowledge of Private Client Tax and experience working directly with clients.

You’ll have excellent written and verbal communication skills, with the confidence to build strong professional relationships with clients and collaborate effectively with colleagues across different service lines throughout the firm. A proactive, client-focused approach and the ability to consistently deliver a high standard of service are essential. A full UK driving licence is also required for this position.