Senior Private Client Tax Manager - Leeds

Longman Tax Recruitment Ltd.; York and North Yorkshire; On-site; GBP 50,000 - 80,000; Full time

Job summary

Longman Tax Recruitment Ltd. is seeking an Assistant Manager or Manager for its Private Client team in Leeds.

The role offers a varied mix of client interaction, compliance oversight and advisory work for a portfolio including entrepreneurs, owners, high-net-worth individuals, families and trusts. The successful candidate will oversee personal tax compliance and participate in wider planning across Capital Gains Tax, Inheritance Tax and succession planning, with progression opportunities within

Qualifications

• Experience in Private Client or Personal Tax within a professional practice.
• Experience managing client portfolios and delivering high service levels.
• CTA, ATT, ACA or equivalent qualifications advantageous.
• Experience with Capital Gains Tax, Inheritance Tax and succession planning is desirable.
• Ability to work with entrepreneurs, owner-managed businesses and high-net-worth individuals.

Responsibilities

• Oversee personal tax compliance matters for a broad client portfolio.
• Provide advisory support on planning and optimization of tax affairs.
• Build and maintain long-term client relationships with reliability.
• Collaborate with senior colleagues across the wider business.

Skills

Private Client Tax

Portfolio management

Client relationships

Tax advisory

Attention to detail

Education

CTA/ATT/ACA advantageous

Job description

Longman Tax Recruitment Ltd. is seeking an Assistant Manager or Manager for its Private Client team in Leeds.

The role offers a varied mix of client interaction, compliance oversight and advisory work for a portfolio including entrepreneurs, owners, high-net-worth individuals, families and trusts. The successful candidate will oversee personal tax compliance and participate in wider planning across Capital Gains Tax, Inheritance Tax and succession planning, with progression opportunities within