Private Client Tax Senior Manager – Hybrid Leeds

Marks Sattin (UK) Ltd; Leeds; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

Life assurance

Enhanced parental leave

Volunteer day

Employee Assistance Programme

Wellbeing support

Annual leave options

Job summary

Marks Sattin (UK) Ltd is seeking an experienced Private Client Tax Manager / Senior Manager to lead a varied portfolio of private clients, trusts and estates in Leeds. You will act as the main contact, deliver high-quality service and collaborate with the wider tax team.

The role combines compliance with advisory work, including CGT, remuneration planning, and IHT matters, with autonomy and a clear path to develop junior staff and expand client relationships. Hybrid working offered.

Qualifications

• Strong experience across Trust and Estate Tax compliance, trust registrations and IHT returns.
• Experience managing a client portfolio and building long-term client relationships.
• Ability to undertake independent technical research and provide practical solutions.
• Experience reviewing work and mentoring junior team members.
• Commercial awareness including WIP and billing management.
• Experience using CCH would be advantageous.

Responsibilities

• Manage your own portfolio of private clients, trusts and estates.
• Act as the main point of contact and build strong, long-term client relationships.
• Oversee MTD quarterly reporting, Final Declarations and Self-Assessment tax returns.
• Review work prepared by junior members of the team.
• Manage WIP, billing and fee proposals across your portfolio.
• Identify opportunities for additional work and cross-selling wider services.
• Prepare and support a range of ad-hoc tax advisory work.
• Advising on areas including CGT, remuneration planning, Trust Registrations and IHT returns.
• Work closely with specialist Tax Advisory and wider business teams.
• Line managing, mentoring and supporting junior team members.
• Help drive the adoption of new technology and more efficient ways of working.

Skills

Trust & Estate Tax

Client portfolio management

Advisory experience

Line management

WIP & billing management

Tax research

MTD reporting

CCH

Tools

CCH

Job description

Marks Sattin (UK) Ltd is seeking an experienced Private Client Tax Manager / Senior Manager to lead a varied portfolio of private clients, trusts and estates in Leeds. You will act as the main contact, deliver high-quality service and collaborate with the wider tax team.

The role combines compliance with advisory work, including CGT, remuneration planning, and IHT matters, with autonomy and a clear path to develop junior staff and expand client relationships. Hybrid working offered.