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For Companies 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.
- Why this job: Make a real impact advising high-net-worth clients while progressing to Director.
- Qualifications: CTA qualified with significant private client tax experience and strong advisory skills.
- Other info: Collaborative culture with opportunities for mentoring and professional growth.
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 to sam.priday@pro-tax.co.uk 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.
Private Client Tax Senior Manager in Leeds employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience with high-net-worth individuals and complex tax issues. Share specific examples of how you've made an impact in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the one offering the Private Client Tax Senior Manager role. Express your interest and ask if they have any upcoming opportunities. It shows initiative and can set you apart!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you nail that interview. Plus, applying through our site can give you a better chance of being noticed. So, take advantage of what we offer and get your application in!
We think you need these skills to ace Private Client Tax Senior Manager in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Manager role. Highlight your advisory work with HNWIs and any leadership experience you have, as this will show us you're ready to step up.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your background aligns with our firm's values. Don't forget to mention your ambition to progress to Director!
Showcase Your Technical Skills: We want to see your strong technical advisory skills in action. Be specific about your experience with IHT, CGT, trusts, and other relevant areas. This will help us understand how you can contribute to our team right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around IHT, CGT, trusts, and estates. Being able to discuss these topics confidently will show that you're ready for the complexities of the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained relationships with high-net-worth individuals or families. Highlighting your experience in managing client portfolios will demonstrate your capability to take ownership of key client relationships.
✨Be a Team Player
Since mentoring junior managers is part of the role, think about times you've coached or developed others. Share specific instances where your leadership made a difference, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth strategy and the Private Client service line. This shows your interest in the firm’s direction and your ambition to contribute to its success.
