Senior Private Client Tax Manager

Taxation; Leeds; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A national accountancy firm in Leeds is seeking a Senior Private Client Tax Manager. This role involves managing a personal tax portfolio for high-net-worth individuals, focusing on trusts and inheritance tax. The firm offers a competitive salary of £60,000 - £70,000 with hybrid working options. Candidates should have strong tax advisory experience and relevant professional qualifications, such as ATT, CTA, ACA, or ACCA. This is an exciting opportunity to join a growing practice in the Yorkshire region.

Benefits

Flexible working policy

Competitive salary

Enhanced pension

Bonus

Qualifications

• Strong private client tax background, having previous experience managing a personal tax portfolio in the UK.
• Qualified ATT, CTA, ACA or ACCA.
• Tax advisory experience, especially in tax planning or dealing with trusts/inheritance tax.

Responsibilities

• Manage your own tax advisory and compliance portfolio dealing directly with clients.
• Review and manage personal tax work of more junior members within the personal tax team.
• Support client base with tax planning services.

Skills

Tax advisory experience

Private client tax background

Trusts and inheritance tax knowledge

Education

Qualified ATT, CTA, ACA or ACCA

Job description

Senior Private Client Tax Manager

Leeds City Centre

£60,000 - £70,000 + Hybrid working

Do you enjoy supporting clients with a range of private client work? Enjoy trust and estate projects? Want to work with a leading firm in private wealth?

A well‑known and established national accountancy firm is looking to expand its private client tax team in Leeds, bringing in a Senior Tax Manager.

Your new role as Senior Tax Manager

Joining a well‑established tax team that provides services to a range of HNWIs/UHNWIs and directors, you will manage your own portfolio of clients across the UK, focusing on trusts, land and estates work.

• Run and manage your own tax advisory and compliance portfolio dealing directly with clients and other key internal and external stakeholders
will support your client base with tax planning services including inheritance tax planning and associated trust projects
• Review and manage personal tax work of more junior members of staff within the personal tax team

Why would you consider this firm?

• An exciting time for this firm as it expands its Yorkshire‑based practice; you will be at the heart of an ambitious and motivated tax practice
• Flexible and hybrid working policy with most staff working three days per week in the office
• Competitive salary, with a solid benefits package including a bonus and enhanced pension

What will you need to be successful?

• Strong private client tax background, having previous experience managing a personal tax portfolio in the UK
• Qualified ATT, CTA, ACA or ACCA
• Tax advisory experience, especially in tax planning or dealing with trusts/inheritance tax

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 that 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.