Private Tax Senior — Manage HNW Client Portfolio

Pro-Tax; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading accountancy firm in Leeds is seeking an experienced Personal Tax Senior to manage a portfolio of private clients. The successful candidate will handle personal tax compliance, including self-assessment tax returns and trust returns, while working closely with managers on client delivery. Applicants should be ATT/CTA/ACA qualified (or near-qualified) with a collaborative, team-oriented attitude. This role offers a competitive salary between £30,000 and £40,000 plus benefits, promoting diversity and inclusion within the recruitment process.

Benefits

Benefits

Qualifications

• Demonstrable experience in UK private client tax.
• Confidence in preparing and/or reviewing personal tax returns.
• Exposure to trusts or estates is a plus.

Responsibilities

• Manage a portfolio of private tax clients.
• Handle personal tax compliance and self-assessment tax returns.
• Work closely with managers on client delivery.

Skills

Experience in UK private client tax

Preparation of personal tax returns

Team-oriented attitude

Education

ATT / CTA / ACA qualified (or near-qualified)

Job description

A leading accountancy firm in Leeds is seeking an experienced Personal Tax Senior to manage a portfolio of private clients. The successful candidate will handle personal tax compliance, including self-assessment tax returns and trust returns, while working closely with managers on client delivery. Applicants should be ATT/CTA/ACA qualified (or near-qualified) with a collaborative, team-oriented attitude. This role offers a competitive salary between £30,000 and £40,000 plus benefits, promoting diversity and inclusion within the recruitment process.