Private Client Tax - Senior Manager

TN United Kingdom; Leeds; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated tax professional to manage a diverse portfolio of clients, focusing on tax planning and advisory services for high-net-worth individuals and trusts. This role offers a unique opportunity to collaborate with colleagues across multiple locations while maintaining strong client relationships and delivering high-quality service. The ideal candidate will possess a strong background in private client tax, excellent communication skills, and a proven track record in tax compliance and planning. With a hybrid working model and various professional development opportunities, this position promises a rewarding career in a supportive environment.

Benefits

Private Medical Insurance

Life Assurance

Pension Plan

Generous Holiday

Professional Training

Qualifications

• Experience in private client tax within a professional services firm.
• Knowledge of complex tax issues for non-domiciled clients.

Responsibilities

• Manage complex tax affairs for high-net-worth individuals.
• Lead tax planning projects and handle HMRC enquiries.

Skills

Client Relationship Management

Tax Planning

Compliance Management

Leadership

Communication Skills

Education

Chartered Accountant

Chartered Tax Adviser

Job description

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Client:

SW Group

Location:

Leeds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

084d74945a2e

Job Views:

3

Posted:

10.05.2025

Expiry Date:

24.06.2025

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Job Description:

This role involves managing a portfolio of clients, providing tax planning and advisory services, and leading projects related to personal tax issues for high-net-worth individuals and trusts. The position requires collaboration with colleagues in Manchester, Leeds, or Harrogate, with in-office presence three times a week.

Responsibilities include:

• Maintaining excellent client relationships and delivering high-quality service
• Managing complex tax affairs of clients, including non-UK domiciled individuals and trusts
• Meeting client and compliance deadlines, monitoring time limits and elections
• Leading tax planning projects on non-domicile, trusts, capital gains, and inheritance tax issues
• Handling HMRC enquiries and disclosures
• Billing, budget monitoring, and supervising junior staff
• Supporting business development activities

Qualifications and experience:

• Experience in a professional services firm, especially in private client tax
• Knowledge of complex tax issues and advising non-domiciled clients
• Proven track record in tax planning and compliance management
• People management skills

Professional qualifications:

• Chartered Accountant and/or Chartered Tax Adviser

Key competencies:

• Ability to prioritize and manage workload under pressure
• Strong communication and interpersonal skills
• Leadership and technical expertise
• Client relationship management and commercial awareness

Additional benefits:

• Competitive salary, private medical, life assurance, pension, and more
• Hybrid working, generous holiday, professional training, and other perks

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process.