Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients, focusing on trusts and estates.
- Company: Join a leading national accountancy firm known for its expertise in private wealth.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and enhanced pension options.
- Why this job: Be part of an ambitious team during an exciting expansion phase in Yorkshire.
- Qualifications: Must have ATT/CTA/ACA/ACCA qualifications and experience in personal tax management.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 60000 - 70000 £ per year.
Employer Pro-Tax Location Leeds, England, West Yorkshire Salary GBP60000 – GBP70000 per annum + + benefits Closing date 15 Jun 2025
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 are looking to expand their 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 provide 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 & manage your own tax advisory and compliance portfolio dealing directly with clients and other key internal and external stakeholders
- You will support your client base with tax planning services including inheritance tax planning and other associate 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 they expand their Yorkshire based you will be at the heart of an ambitious and motivated tax practice
- Flexible & hybrid working policy with most staff doing 3 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?
- To be successful in the role you need to come from a strong private client tax background, having previous experience managing a personal tax portfolio in the UK.
- You will need to ATT / CTA / ACA / ACCA qualified
- Tax advisory experience is important for the role with any tax planning experience 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 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.
Create a job alert and receive personalised job recommendations straight to your inbox.
#J-18808-Ljbffr
Senior Private Client Tax Manager employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Research the latest trends in private client tax, especially around trusts and inheritance tax. Being knowledgeable about current issues will help you stand out during discussions with interviewers.
✨Tip Number 3
Prepare to discuss your previous experience managing personal tax portfolios. Be ready to share specific examples of how you've successfully handled complex tax advisory situations.
✨Tip Number 4
Familiarise yourself with the firm’s recent projects and achievements in the private wealth sector. This will show your genuine interest in the firm and help you align your skills with their needs.
We think you need these skills to ace Senior Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Senior Private Client Tax Manager position. Tailor your application to highlight relevant experience in managing personal tax portfolios and tax advisory.
Highlight Relevant Qualifications: Make sure to emphasise your qualifications such as ATT, CTA, ACA, or ACCA. Clearly state how your educational background and certifications align with the expectations of the role.
Showcase Your Experience: Provide specific examples of your previous work with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Detail your experience in trust and estate projects, tax planning, and compliance to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for private client work and your desire to contribute to the firm's growth. Mention why you are interested in this particular firm and how you can add value to their team.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Tax Expertise
Make sure to highlight your experience in managing personal tax portfolios, especially in relation to trusts and inheritance tax. Be prepared to discuss specific cases where you've successfully navigated complex tax situations.
✨Demonstrate Client Management Skills
Since the role involves managing a portfolio of high-net-worth individuals, share examples of how you've built and maintained strong client relationships. Discuss your approach to understanding client needs and delivering tailored tax solutions.
✨Prepare for Technical Questions
Expect questions that test your knowledge of tax legislation and compliance. Brush up on recent changes in tax laws and be ready to explain how they impact private clients, particularly in the context of trusts and estates.
✨Emphasise Team Leadership Experience
As you'll be overseeing junior staff, it's important to convey your leadership skills. Share experiences where you've mentored or guided team members, and how you ensure quality in their work while fostering a collaborative environment.
