Senior Tax Manager (Private Client Advisory)

Pro-Tax; Leeds; Presencial; GBP 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company car / car allowance

Profit sharing

32 days holidays

Flexible working hours

Medical insurance

Lunch provision

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

IHT planning

CGT

Income Tax

Corporation Tax

Stamp Taxes

Project delivery

Educación

CTA qualified or equivalent

Descripción del empleo

Senior Tax Advisory Manager
Leeds
£70,000-£90,000 + Cash Allowance & Wider Benefits

This firm is an established and growing accountancy and business advisory firm with over 55 years of history, operating in modern offices in Leeds and central England.

Working predominantly with ambitious owner-managed businesses with turnovers of £2m-£10m, they provide a range of accounting, business advisory and personal tax services.

The firm takes a proactive, commercially focused approach, helping clients improve profitability, grow their businesses and maximise the value of what they have built.

The Role

• This is an opportunity for an experienced tax professional to focus on high-quality personal tax planning and advisory work, rather than traditional compliance.
• You will work closely with business owners, entrepreneurs and high-net-worth individuals, helping them protect their wealth, plan for succession and pass assets on to the next generation as tax efficiently as possible.
• Your work will cover a variety of interesting and technically challenging projects, including Inheritance Tax planning, trusts, Family Investment Companies and succession planning.
• The role is primarily focused on technical delivery and project management. There is no requirement to have direct line management responsibility or a significant business development focus.

Key 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.

What We're Looking For

• CTA qualified or equivalent, with strong technical knowledge across relevant direct taxes, including IHT, CGT, Income Tax, Corporation Tax and Stamp Taxes.
• Hands-on experience in personal tax planning, particularly Inheritance Tax, trusts, Family Investment Companies and wills-based planning.
• Experience preparing detailed steps plans, technical tax analysis and HMRC clearance applications.
• A delivery-focused individual who enjoys taking ownership of complex advisory projects and translating technical tax legislation into clear, practical recommendations for clients.

What's on Offer?

• £70,000-£90,000 depending on experience.
• Company car or car allowance: Worth approximately £4,000-£5,000.
• Profit share scheme: The firm's profit share payment was equivalent to approximately 20 working days' pay last year.
• Additional benefits: 32 days' holiday including bank holidays, flexible working hours, medical insurance (subject to qualifying period) and free quality lunch four days a week.

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.