Private Wealth Tax Senior Manager | Hybrid Leeds

Saffery; Leeds; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid working (core hours 10-16)

Pension scheme

25 days annual leave

Life Assurance

Flexible benefits

Profit-sharing plan

Discretionary bonus

Job summary

Saffery LLP in Leeds seeks an experienced Personal Tax Senior Manager to support a growing team. You will manage a portfolio of high net worth clients, lead advisory projects and build client relationships across private wealth services.

The role focuses on planning, compliance, and delivering complex tax solutions for business owners, land and rural interests, trusts and family offices. Hybrid working and strong benefits are offered.

Qualifications

• Experience managing a portfolio of high net worth and ultra-high net worth individuals.
• Ability to lead advisory projects and client meetings.
• Strong technical knowledge of private wealth tax and related compliance.

Responsibilities

• Identify planning opportunities and oversee delivery of advisory projects.
• Manage tax affairs for wealthy individuals, partnerships, trusts and estates.
• Lead client meetings to discuss and implement tax advisory and compliance projects.
• Ensure accuracy through review and maintain deadlines and billing targets.
• Liaise with partners and clients on day-to-day tax planning issues.

Skills

Personal tax

Private client advisory

Tax planning

Client management

Budgeting

Time management

Education

CTA qualification

Job description

Saffery LLP in Leeds seeks an experienced Personal Tax Senior Manager to support a growing team. You will manage a portfolio of high net worth clients, lead advisory projects and build client relationships across private wealth services.

The role focuses on planning, compliance, and delivering complex tax solutions for business owners, land and rural interests, trusts and family offices. Hybrid working and strong benefits are offered.