Private Client Tax Senior

Armstrong Watson LLP; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Employer pension contribution (4x salary)

Health Shield Cash Plan

Employee Assistance Programme

Paid professional membership fees

Introductory Commission Scheme

Job summary

Armstrong Watson LLP in Leeds is seeking a Private Client Tax Senior to deliver tax advisory projects with a focus on the North East Market. This position involves managing client information, assisting with various tax advice, and supporting ongoing compliance needs.

Candidates should possess a minimum AAT/ATT qualification and a strong understanding of Private Client Tax. The role offers competitive salary, health benefits, and a smart working policy.

Qualifications

• AAT/ATT qualification (minimum).
• Practical knowledge of Private Client Tax.
• Experience dealing directly with clients and delivering outstanding service.

Responsibilities

• Manage client information for tax advisory projects.
• Assist with Capital Gains Tax, Inheritance Tax, and income tax planning.
• Support clients with ongoing compliance needs.

Skills

Knowledge of Capital Gains Tax

Client communication

Attention to detail

Practical knowledge of Private Client Tax

Education

AAT/ATT qualification

Job description

Private Client Tax Senior

Department: Tax

Employment Type: Full Time

Location: Leeds

The Role

The position is a Tax Senior on the Private Client Team, delivering tax advisory projects to clients with a focus on the North East Market. The role is based at the Leeds city centre office.

• Obtain and manage client information for tax advisory projects; communicate with other service lines and keep them updated on project progress.
• Assist the team with advice on Capital Gains Tax, Inheritance Tax, income tax planning, business restructuring, estates and trusts, and stamp duty land tax where appropriate.
• Support clients with ongoing compliance needs and identify advisory opportunities from the compliance portfolio.
• Assist senior tax staff with ad‑hoc queries from the wider business.
• Keep current with tax legislation, highlight potential issues to the Senior Tax Manager, Tax Director or Tax Partner.
• Onboard new clients and draft risk management documentation for all matters.

We will be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

• AAT/ATT qualification (minimum).
• Full UK Driving Licence (desirable).
• Practical knowledge of Private Client Tax.
• Experience dealing directly with clients and delivering outstanding service.
• Excellent verbal and written communication skills, capable of liaising with clients and other service lines.

The Benefits

• Competitive salary with employer pension contribution (4x salary) and income protection.
• Competitive annual leave entitlement with a purchase scheme of up to 5 additional days per year.
• Smart working policy allowing a blend of home and remote work.
• Health Shield Cash Plan for health benefits and discounts on holidays, fashion and entertainment.
• Employee Assistance Programme offering confidential wellbeing support.
• Paid flu jabs, eye tests and other health‑related benefits.
• Introductory Commission Scheme for client referrals and an Employee Referral Scheme offering up to £2,500 per referral.
• Investment in Continuous Professional Development (CPD) including training and materials.
• Paid professional membership fees.

Additional Information

We provide competitive remuneration and a supportive environment to develop your career further.