Private Client Tax Senior Manager

Taxation; Leeds; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading independent accountancy firm in Leeds seeks a Private Client Tax Senior Manager to oversee high-value client relationships and deliver complex tax advisory services. This role involves managing a portfolio of high-net-worth individuals and mentoring junior team members. The ideal candidate is CTA qualified with significant private client tax experience and strong advisory skills. The position offers a competitive salary between £60,000 - £75,000, hybrid working, and excellent benefits including enhanced pension and professional subscriptions.

Benefits

Hybrid and flexible working

26 days holiday + buy/sell scheme

Life assurance and income protection

Enhanced pension scheme

Paid professional subscriptions

Regular firmwide socials

Qualifications

• Significant experience in private client tax with strong technical advisory skills.
• Proven management experience with clients and teams.
• Confident communicator capable of building rapport.

Responsibilities

• Lead complex advisory projects across private client issues.
• Manage high-value portfolios of HNWI and trust clients.
• Review and deliver accurate tax advice in collaboration with Partners.
• Build long-term client relationships and identify new business opportunities.
• Coach and develop junior team members.
• Support business development initiatives.

Skills

Private Client Tax Advisory

Client Relationship Management

Team Leadership

Communication Skills

Business Development

Education

CTA qualification (or ACA/STEP)

Job description

Private Client Tax Senior Manager

£60,000 - £75,000 + Hybrid Working + Excellent Benefits

Are you an experienced Private Client Tax Manager ready to step up?
Do you enjoy complex advisory work and leading client relationships with HNWIs, business owners, and families?
Would you like to join one of the North's most respected independent firms, with clear progression to Director?

Benefits

• Hybrid and flexible working
• 26 days holiday + buy/sell scheme
• Life assurance, income protection, and health cash plan
• Enhanced pension scheme
• Paid professional subscriptions
• Regular firmwide socials and a collaborative culture

The firm

A leading independent accountancy and business advisory firm with a strong regional presence across the North of England and Scotland are seeking a Private Client Tax Senior Manager to join their Leeds office. Their Private Client team advise an impressive range of high-net-worth individuals, entrepreneurs, and family groups-providing bespoke tax planning and advisory services that make a genuine impact.

The role

As a Senior Manager, you'll take ownership of key client relationships and deliver high-level advisory work across IHT, CGT, trusts, estates, residence and domicile, and succession planning. You'll also play a major role in mentoring junior managers and supporting the growth and direction of the Private Client service line.

Responsibilities

• Leading complex advisory projects across a wide range of private client issues
• Managing a high-value portfolio of HNWI and trust clients
• Reviewing and delivering technically accurate tax advice in collaboration with Partners
• Building long-term client relationships and identifying new business opportunities
• Managing, coaching, and developing junior members of the team
• Supporting business development initiatives and contributing to firm growth strategy

About you

• CTA qualified (or ACA/STEP with strong tax background)
• Significant experience in private client tax, with strong technical advisory skills
• Proven experience managing both clients and teams
• Confident communicator with the ability to build trust and rapport quickly
• Commercially minded with ambition to progress to Director

Interested?

Reach out to [e-mail] or call 07846 741892 for a confidential conversation.

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.