Senior Private Client Tax Manager

Pro-Tax; Leeds; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A leading national accountancy firm in Leeds seeks a Senior Private Client Tax Manager to expand their private client tax team. The role involves managing a diverse portfolio of high-net-worth clients, focusing on tax planning, compliance, and advisory services. With a flexible and hybrid working policy, this position offers a competitive salary and benefits within a supportive environment.

Benefits

Hybrid working policy

Competitive salary

Bonus and enhanced pension

Qualifications

• Strong private client tax background with experience managing personal tax portfolios.
• Qualified with ATT / CTA / ACA / ACCA.
• Experience in tax advisory and dealing with trusts/inheritance tax.

Responsibilities

• Manage a portfolio of clients across the UK focusing on trusts, estates, and tax compliance.
• Support client tax planning services including inheritance tax planning.
• Oversee and review personal tax work of junior staff.

Skills

Tax advisory

Inheritance tax planning

Education

ATT

CTA

ACA

ACCA

Job description

Employer Pro-Tax Location Leeds, England, West Yorkshire Salary GBP60000 - GBP70000 per annum + + benefits Closing date 15 Jun 2025

Senior Private Client Tax Manager
Leeds City Centre
£60,000 - £70,000 + Hybrid working

Do you enjoy supporting clients with a range of private client work?
Enjoy trust and estate projects?
Want to work with a leading firm in private wealth?

A well-known and established national accountancy firm are looking to expand their private client tax team in Leeds, bringing in a Senior Tax Manager.

Your new role as Senior Tax Manager:

Joining a well-established tax team that provide services to a range of HNWIs/UHNWIs and directors you will manage your own portfolio of clients across the UK, focusing on trusts, land and estates work.

• Run & manage your own tax advisory and compliance portfolio dealing directly with clients and other key internal and external stakeholders
• You will support your client base with tax planning services including inheritance tax planning and other associate trust projects
• Review and manage personal tax work of more junior members of staff within the personal tax team.

Why would you consider this firm?

• An exciting time for this firm as they expand their Yorkshire based you will be at the heart of an ambitious and motivated tax practice
• Flexible & hybrid working policy with most staff doing 3 days per week in the office
• Competitive salary, with a solid benefits package including a bonus and enhanced pension

What will you need to be successful?

• To be successful in the role you need to come from a strong private client tax background, having previous experience managing a personal tax portfolio in the UK.
• You will need to ATT / CTA / ACA / ACCA qualified
• Tax advisory experience is important for the role with any tax planning experience or dealing with trusts/inheritance tax

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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