At a Glance
- Tasks: Lead complex tax advisory projects and manage high-value client relationships.
- Company: Respected independent accountancy firm with a strong regional presence.
- Benefits: Hybrid working, 26 days holiday, life assurance, and enhanced pension scheme.
- Other info: Collaborative culture with excellent career progression opportunities to Director.
- Why this job: Make a real impact advising high-net-worth clients while progressing your career.
- Qualifications: CTA qualified with significant private client tax experience and strong advisory skills.
The predicted salary is between 60000 - 75000 £ per year.
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 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 you 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.
Private Client Tax Senior Manager in Leeds employer: PRO-TAX RECRUITMENT LIMITED
Join a leading independent accountancy and business advisory firm in Leeds, where you can thrive in a collaborative culture that values your expertise and offers clear progression to Director. With hybrid working options, generous benefits including 26 days holiday, and a commitment to employee development, this is an excellent opportunity for those looking to make a meaningful impact while enjoying a supportive work environment.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
