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Private Client Tax Senior

Pro-Tax

Leeds

Hybrid

GBP 30,000 - 35,000

Full time

Today
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Job summary

A leading independent accountancy and business advisory firm is seeking a Private Client Tax Senior for their Leeds office. The role offers a competitive salary of £30,000 - £35,000, hybrid working, and various benefits including professional memberships. You will manage client relationships and support tax compliance and advisory projects. AAT or ATT qualification and experience in Private Client Tax are required.

Benefits

26 days annual leave + option to purchase additional days
Paid professional memberships and ongoing training
Life assurance & income protection
Health cash plan and employee assistance programme
Regular social events

Qualifications

  • Experience within Private Client or Personal Tax.
  • A full UK driving licence is desirable.

Responsibilities

  • Delivering tax compliance and supporting advisory projects including IHT, CGT, income tax planning, estates and trusts.
  • Managing client relationships and acting as a key point of contact.
  • Assisting with business restructuring and stamp duty land tax projects.

Skills

Strong communication and relationship management skills
Proactive and organised approach to client work

Education

AAT or ATT qualification (minimum)
Job description
Private Client Tax Senior

£30,000 - £35,000 + Hybrid Working + Excellent Benefits

Are you looking to develop your career within a leading Private Client Tax team? Do you want exposure to high-quality clients across the North East market? Are you ready to join a firm that genuinely invests in your professional growth?

Benefits
  • Competitive salary up to £35,000
  • Hybrid working and flexible hours
  • 26 days annual leave + option to purchase additional days
  • Paid professional memberships and ongoing training
  • Life assurance & income protection
  • Health cash plan, employee assistance programme and wellbeing benefits
  • Regular social events and a collaborative team culture
Your new firm

A leading independent accountancy and business advisory firm with multiple offices across the North of England and Scotland are looking to appoint a Private Client Tax Senior to join their growing Leeds office.

The firm prides itself on its people-first culture, clear progression opportunities, and ability to deliver outstanding results for clients while maintaining a supportive, flexible working environment.

Your new role

As a Private Client Tax Senior, you'll be part of an established Private Client team, supporting a broad portfolio of clients including HNWIs, trusts, and estates. You'll assist with both compliance and advisory work, gaining exposure to complex projects and developing your technical expertise alongside experienced Managers and Directors.

Key responsibilities include:

  • Delivering tax compliance and supporting advisory projects including IHT, CGT, income tax planning, estates and trusts
  • Managing client relationships and acting as a key point of contact
  • Assisting with business restructuring and stamp duty land tax projects
  • Identifying planning opportunities from the compliance portfolio
  • Supporting senior team members with ad-hoc advisory work and technical queries
To be successful in this role, you'll need
  • AAT or ATT qualification (minimum)
  • Experience within Private Client or Personal Tax
  • Strong communication and relationship management skills
  • A proactive and organised approach to client work
  • A full UK driving licence is desirable
Interested?

Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of 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.

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