Senior Private Client Tax Manager

PRO-TAX RECRUITMENT LIMITED; Leeds; On-site; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Bonus

Enhanced pension

Job summary

PRO-TAX RECRUITMENT LIMITED in Leeds City Centre is seeking a Senior Private Client Tax Manager to lead a portfolio of private client work.

You will manage your own advisory and compliance work for UK clients, including trusts and estates, with hybrid working and a competitive package.

ATT/CTA/ACA/ACCA qualifications are preferred; you will mentor junior staff and collaborate with internal and external stakeholders.

Qualifications

• Strong private client tax background with UK portfolio management.
• Experience in trusts and inheritance tax planning is desirable.
• Ability to mentor junior staff and coordinate with stakeholders.

Responsibilities

• Run and manage a private client tax advisory and compliance portfolio for UK clients.
• Provide tax planning services including inheritance tax and trust work.
• Review and develop the personal tax work of junior team members.

Skills

Private Client Tax

Tax Advisory

Leadership

Education

ATT/CTA/ACA/ACCA

Job description

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

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.