Senior Private Client Tax Advisor | IHT & Trusts Lead

Pro-Tax; Leeds; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Company car / car allowance

Profit sharing

32 days holidays

Flexible working hours

Medical insurance

Lunch provision

Job summary

Pro-Tax in Leeds is seeking an experienced Senior Tax Advisory Manager to lead high-quality personal tax planning and advisory work for owner-managed businesses and high-net-worth individuals.

You will take ownership of complex advisory projects, including IHT mitigation, trusts and succession planning, coordinating with solicitors and other advisers to deliver timely, clear recommendations while maintaining the firm’s high standards.

Qualifications

• CTA qualified or equivalent with strong knowledge across IHT, CGT, Income Tax, Corporation Tax.
• Hands-on personal tax planning experience, including IHT, trusts and family investment companies.
• Experience preparing HMRC clearance applications and delivery-focused project management.
• Able to translate complex tax rules into practical recommendations for clients.

Responsibilities

• Lead and deliver personal tax planning projects, including IHT mitigation, trusts, Family Investment Companies, succession planning and wills-based planning.
• Take ownership of projects from initial planning through to implementation, preparing steps plans, technical analysis and managing HMRC clearances and filings.
• Work closely with clients, solicitors and other professional advisers to ensure projects are delivered accurately, efficiently and within agreed timescales.
• Review technical work and provide guidance and support to junior members of the tax team, maintaining high standards of quality and accuracy.

Skills

IHT planning

CGT

Income Tax

Corporation Tax

Stamp Taxes

Project delivery

Education

CTA qualified or equivalent

Job description

Pro-Tax in Leeds is seeking an experienced Senior Tax Advisory Manager to lead high-quality personal tax planning and advisory work for owner-managed businesses and high-net-worth individuals.

You will take ownership of complex advisory projects, including IHT mitigation, trusts and succession planning, coordinating with solicitors and other advisers to deliver timely, clear recommendations while maintaining the firm’s high standards.