Senior Private Client Tax Manager

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

Job summary

A leading firm in private wealth is seeking a Senior Private Client Tax Manager in Leeds. This role involves managing a personal tax portfolio, providing tax advisory services, and supporting junior staff. With a hybrid working policy and competitive salary, this is an exciting opportunity for a qualified tax professional.

Benefits

Flexible & Hybrid Working

Competitive Salary

Bonus

Enhanced Pension

Qualifications

• Strong private client tax background managing a personal tax portfolio.
• Experience in tax advisory and dealing with trusts/inheritance tax.

Responsibilities

• Manage a portfolio of clients focusing on trusts, land, and estates work.
• Support clients with tax planning services including inheritance tax planning.
• Review and manage personal tax work of junior staff.

Skills

Tax Advisory

Inheritance Tax Planning

Client Management

Education

ATT

CTA

ACA

ACCA

Job description

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.