Private Client Tax Senior Manager

Broadgate; Leeds; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Broadgate in Leeds seeks a Private Client Tax Senior Manager for a hybrid role, overseeing a substantial private client portfolio and delivering complex tax work.

You will mentor juniors, participate in business development and build strong client relationships, with a clear path toward Director-level progression while staying technically focused.

Qualifications

• Fully tax qualified — CTA preferred, ATT considered depending on experience.
• Minimum of 5 years' post-qualification experience.
• Experience managing your own portfolio and client relationships.
• Confident dealing directly with clients and providing technical guidance.
• A collaborative approach and genuine interest in developing others.
• Commercially minded with an interest in contributing to business development.

Responsibilities

• Take ownership of a substantial and varied private client portfolio, overseeing complex compliance work across Income Tax, Inheritance Tax, Capital Gains Tax and Estate Tax matters.
• Act as a senior point of contact for clients, attending meetings, providing technical guidance and developing long-term relationships; contribute to advisory work where it arises.
• Mentor and develop junior team members, with potential line management responsibility as you establish yourself within the team.
• Contribute to business development, referrals and wider team growth to make a visible impact as the practice expands.

Education

5+ years PQE

Job description

Private Client Tax Senior Manager | Leeds | Hybrid

I'm working on an excellent opportunity for a Private Client Tax Senior Manager to join a growing and well-established team in Leeds — and what really sets this role apart is the career progression on offer.

This is a firm that has deliberately invested in technology and automation to take away much of the administrative burden, allowing senior professionals to spend more time doing what they do best: managing clients, building relationships and developing their teams. Most importantly, progression here doesn't mean being pushed away from the work you enjoy. There is a proven route to Director level within Compliance, giving you the opportunity to progress your career while remaining close to clients and technically focused.

What you'll be doing

• You’ll take ownership of a substantial and varied private client portfolio, overseeing complex compliance work across areas including Income Tax, Inheritance Tax, Capital Gains Tax and Estate Tax matters.
• You’ll act as a senior point of contact for clients, attending meetings, providing technical guidance and developing long-term relationships. There will also be opportunities to contribute to advisory work where it naturally arises from your client portfolio.
• Alongside your client responsibilities, you’ll play an important role in mentoring and developing junior team members, with the potential for line management responsibility as you establish yourself within the team.
• There is also genuine scope to become involved in business development, referrals and wider team growth, giving you the opportunity to make a visible impact as the practice continues to expand.

What they're looking for

• Fully tax qualified — CTA preferred, ATT considered depending on experience
• Minimum of 5 years' post-qualification experience
• Experience managing your own portfolio and client relationships
• Confident dealing directly with clients and providing technical guidance
• A collaborative approach and genuine interest in developing others
• Commercially minded with an interest in contributing to business development

Why consider it?

• Career progression: A genuine and established route to Director level without having to leave Compliance behind.
• More time with clients: Significant investment in technology and automation means less time spent on manual administration and more time focused on high-value work.
• Real responsibility: Manage your own portfolio, build relationships and have a visible impact on the continued growth of the team.
• Collaborative culture: A supportive, nationally connected team where people work together rather than competing against each other.
• Flexibility: Hybrid working from the Leeds office, alongside a role that offers autonomy and trust.

If you're a Senior Private Client Tax professional who is ready for more responsibility, greater visibility and a clear path towards Director, this could be a very interesting next step.