At a Glance
- Tasks: Manage a diverse portfolio of private clients and support their tax compliance needs.
- Company: Respected accountancy firm with a strong reputation in the North of England.
- Benefits: Hybrid working, enhanced pension, life assurance, health cash plan, and ongoing training.
- Other info: Clear career progression opportunities in a supportive environment.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: ATT or AAT qualified with experience in Private Client Tax.
The predicted salary is between 46000 - 46000 £ per year.
Our client is a highly respected and growing accountancy and advisory firm with an excellent reputation across the North of England. Due to continued growth, they are looking to appoint a Private Client Tax Senior to join their established tax team in Leeds. This is an excellent opportunity for an ATT-qualified tax professional looking to further develop their career within a supportive and technically strong environment. The successful candidate will work with a varied portfolio of clients including high-net-worth individuals, business owners, trusts and estates, while gaining exposure to a broad range of advisory and compliance work.
Key Responsibilities
- Managing a portfolio of private clients and supporting their ongoing tax compliance requirements
- Assisting with advisory projects covering Capital Gains Tax (CGT), Inheritance Tax (IHT), Income Tax Planning, Trusts and Estates, Business Restructuring and Stamp Duty Land Tax (SDLT)
- Liaising directly with clients and gathering information required for tax planning and advisory assignments
- Working closely with colleagues across the wider business to deliver projects and provide a high level of client service
- Identifying tax planning opportunities within existing client portfolios
- Supporting senior members of the tax team with technical queries and specialist projects
- Keeping up to date with tax legislation and communicating developments where appropriate
- Assisting with onboarding new clients and preparing risk management documentation
Requirements
- ATT or AAT qualified (or equivalent)
- Strong experience within Private Client Tax
- Good knowledge of Personal Tax Compliance and Advisory work
- Experience with Capital Gains Tax, Inheritance Tax, Trusts and Estates would be advantageous
- Excellent communication and client relationship skills
- Ability to manage workload effectively and work both independently and as part of a team
Benefits
- Hybrid and flexible working
- Enhanced pension scheme
- Life assurance and income protection
- Additional annual leave purchase scheme
- Health cash plan
- Employee assistance programme
- Ongoing training and development
- Clear career progression opportunities
If you are an ambitious Private Client Tax professional looking to join a growing and well-respected firm, we would be delighted to hear from you.
Private Tax Senior | Top 30 Firm | Hybrid | 46K Per Annum in Leeds employer: Knightwell Recruitment
Join a highly respected and growing accountancy and advisory firm in Leeds, where you will thrive in a supportive and technically strong environment. With a focus on employee growth, the firm offers ongoing training, clear career progression opportunities, and a hybrid working model that promotes work-life balance. Enjoy a comprehensive benefits package including an enhanced pension scheme, health cash plan, and additional annual leave purchase options, making it an excellent choice for ambitious tax professionals seeking meaningful and rewarding employment.
