Personal Tax Senior Manager / Associate Director - Leeds

Taxation; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in Greater London is seeking to hire a CTA qualified personal tax Senior Manager or Associate Director. This client-facing role will involve managing relationships with high-net-worth clients and overseeing tax compliance cycles. The position offers genuine opportunities for career advancement within a dynamic team, with hybrid working arrangements allowing for flexibility. Candidates should possess excellent communication skills and experience in international personal taxation.

Qualifications

• Proven experience in client-facing roles, especially with HNWIs.
• Familiarity with UK personal taxation laws and regulations.
• Experience in managing compliance cycles and junior staff.

Responsibilities

• Manage relationships with HNW clients as their primary contact.
• Oversee annual compliance cycles and a junior advisor team.
• Handle high-end income and capital tax planning projects.
• Advise on CGT, IHT, and domicile/residence issues.
• Identify planning opportunities and assist with marketing initiatives.

Skills

Client relationship management

Excellent communication skills

Tax planning expertise

Team management

Education

CTA qualification

Job description

Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new‑money entrepreneurs, HNW families, business owners and non‑doms / international wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager or Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners.

The firm has fully‑adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers.
• Handling high‑end ad‑hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures.
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client‑facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre‑requisite, along with experience of advising international as well as domestic HNWIs.

This is an opportunity to pursue one’s career with a high‑end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200

Contact

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