Tax Manager - Private Client

Dot Recruit; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading independent accountancy and business advisory firm is seeking a Private Client Tax Manager to join its growing national Tax Consultancy team in Leeds. This role involves delivering proactive tax advisory services to high-net-worth clients, leading advisory projects, and ensuring client satisfaction. The firm offers a competitive salary, hybrid working model, and a strong commitment to employee development and well-being in a supportive environment.

Benefits

Competitive salary

Hybrid/smart working model

Up to 26 days annual leave

Employer pension contribution

Health cash plan

Paid professional subscriptions

Ongoing technical and leadership development

Qualifications

• Strong experience in private client tax advisory, ideally within a UK accountancy practice.
• Proven track record of leading advisory projects and managing client relationships.
• Confidence in communication with excellent client-facing skills.

Responsibilities

• Deliver proactive tax planning and advisory services to private clients.
• Lead new client meetings to identify and develop advisory opportunities.
• Manage and deliver private client tax projects and review team work.

Skills

Private client tax advisory

Client relationship management

Communication skills

Team management

Education

CTA qualified

Job description

Job Description

A leading independent accountancy and business advisory firm is seeking a Private Client Tax Manager to join its growing national Tax Consultancy team, based out of its Leeds office.

This is an excellent opportunity to join a highly respected firm with a strong regional presence across the North of England and Scotland, known for its people-first culture, long-term client relationships, and high-quality advisory work.

The Opportunity

The Private Client Tax team operates nationally, supporting a diverse client base that includes high-net-worth individuals, families, business owners, trusts, and agricultural clients. Due to continued growth, the firm is looking to appoint an experienced Manager to play a key role in delivering and developing its private client advisory offering.

Key Responsibilities

• Acting as a trusted adviser to private clients, delivering proactive tax planning and advisory services
• Leading and attending new client meetings to identify and develop tax advisory opportunities
• Managing and delivering private client tax projects, including reviewing work prepared by other team members
• Providing technical guidance across areas such as personal tax, trusts, and succession planning
• Monitoring work in progress, recoveries, and billing to ensure commercial efficiency
• Line managing and developing Tax Seniors and trainees
• Responding to ad‑hoc private client and tax queries from across the wider firm
• Working collaboratively with colleagues across multiple offices as part of a national tax team

About You

• CTA qualified
• Strong experience in private client tax advisory, ideally within a UK accountancy practice
• Proven track record of leading advisory projects and managing client relationships
• Exposure to agricultural tax and trust matters (highly desirable)
• Confident communicator with excellent client‑facing skills
• Experience managing and developing junior team members
• Full UK driving licence

What’s On Offer

• Competitive salary
• Hybrid / smart working model
• Up to 26 days annual leave plus bank holidays, with the option to buy additional days
• Employer pension contribution via salary sacrifice, plus life cover (4x salary) and income protection
• Health cash plan and wellbeing benefits
• Employee assistance programme
• Paid professional subscriptions
• Ongoing technical and leadership development
• Clear long‑term career progression within a highly stable firm
• Inclusive, values‑led culture with regular social and community initiatives

Why Apply?

This is a rare opportunity to join a well‑established yet forward‑thinking firm that genuinely invests in its people and offers exposure to high‑quality private client advisory work without the pressures of a Big 4 environment.