Senior Tax Manager (Private Client Advisory)

Pro‑Recruitment Group; Leeds; Presencial; GBP 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company car or car allowance

Descripción de la vacante

Pro‑Recruitment Group seeks a Senior Tax Advisory Manager in Leeds to lead sophisticated personal tax planning and advisory work. You will partner with business owners, high‑net‑worth individuals and families, guiding them on IHT mitigation, trusts and succession planning.

The role emphasizes technical delivery and project management, with no mandatory line management or business development requirements. A CTA or equivalent qualification is essential.

Formación

• CTA qualified or equivalent with strong knowledge across direct taxes including IHT, CGT, Income Tax, CT and Stamp Taxes.
• Hands-on experience in personal tax planning, IHT, trusts, FICs and wills-based planning.
• Experience preparing detailed steps plans, technical tax analysis and HMRC clearance applications.
• Delivery-focused individual who can own complex advisory projects and translate tax legislation into practical recommendations.

Responsabilidades

• Lead and deliver personal tax planning projects, including IHT mitigation and trusts.
• Own projects from planning through implementation with clear steps and HMRC filings.
• Collaborate with clients, solicitors and advisers to deliver timely, accurate results.
• Review work and guide junior tax team members to maintain high quality standards.

Conocimientos

Personal tax planning

Inheritance Tax planning

Trusts

Family Investment Companies

Wills-based planning

Project management

HMRC clearance

Client communication

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.