At a Glance
- Tasks: Manage personal tax compliance and support advisory projects for high-quality private clients.
- Company: Join a forward-thinking accountancy firm with a focus on growth and development.
- Benefits: Competitive salary, hybrid working, enhanced pension, and 25 days annual leave.
- Other info: Clear progression path to Senior Manager and ongoing investment in your professional growth.
- Why this job: Expand your advisory career while working with high-value clients in a collaborative environment.
- Qualifications: ATT or AAT qualified; 2-5 years of UK practice experience in Personal Tax.
Salary: £35,000 – £45,000 + Clear Progression Path
Location: Leeds City Centre | Hybrid Working
Develop Your Advisory Career with a Leading Private Client Tax Team
Are you an ambitious Personal Tax professional looking to expand your advisory experience and work with high-quality private clients? This is a standout opportunity to join a forward-thinking, high-growth accountancy and advisory firm that is investing heavily in its people, service offering, and long-term reputation. Our client is building a market-leading Private Client function, focused on delivering strategic tax advice to individuals, entrepreneurs, and families. With strong growth across the Yorkshire and North East markets, they are seeking a Personal Tax Senior to join their Leeds office and play a key role in both compliance and advisory work.
The Role:
Working as part of a collaborative Private Client team, you will support a diverse client base while developing your expertise across advisory projects.
Key Responsibilities
- Manage personal tax compliance obligations, including preparation and review of tax returns
- Support and contribute to private client advisory work, including:
- Capital Gains Tax (CGT)
- Inheritance Tax (IHT)
- Income tax planning
- Trusts and estates
- Stamp Duty Land Tax (SDLT)
- Gather and analyse client information for advisory engagements
- Liaise with clients, internal teams, and third parties to ensure smooth project delivery
- Identify tax planning opportunities within existing client portfolios
- Assist senior tax staff with complex queries and advisory projects
- Support client onboarding and preparation of risk management documentation
- Maintain up-to-date knowledge of UK tax legislation and regulatory changes
About You
We are seeking a technically capable and client-focused professional with a strong foundation in private client tax.
Essential Requirements
- ATT qualified or AAT qualified (minimum); CTA part-qualified or studying desirable
- 2–5 years’ UK Practice experience in Personal Tax / Private Client Tax
- Strong working knowledge of:
- Income tax, CGT and IHT compliance
- Personal tax planning principles
- Proven experience in client-facing roles with excellent service delivery
- Strong communication skills, both written and verbal
- Ability to identify advisory opportunities from compliance work
Desirable Skills
- Exposure to trusts, estates and complex tax advisory projects
- Experience working within a multi-disciplinary firm
- Full UK driving licence (advantageous)
Salary & Benefits Package
Our client offers a competitive and well-rounded package designed to support both your career development and personal wellbeing.
Core Benefits
- £35,000 – £45,000 salary (depending on experience)
- Hybrid working model with flexibility between home and office
- Enhanced pension scheme with life cover and income protection
- 25 days annual leave + option to purchase more
- Paid professional memberships and structured CPD support
Additional Benefits
- Health cash plan with medical cost support and retail discounts
- Employee Assistance Programme
- Client referral incentive scheme
- Ongoing investment in training, qualifications and career development
Career Development Opportunities
This is an excellent role for someone looking to build a long-term career in private client tax, offering:
- Clear progression pathway to Senior Manager and beyond
- Increased exposure to advisory-led work and complex client portfolios
- A supportive and collaborative environment focused on technical excellence and professional growth
Why Join This Opportunity?
- Join a firm with strong growth momentum and strategic ambition
- Work with high-value clients who value expert tax advice
- Gain exposure to both compliance and advisory assignments
- Be part of a culture defined by professionalism, trust, and collaboration
Apply Now
If you are a Personal Tax professional ready to take the next step into a more advisory-focused and progressive role, we would like to hear from you. For a confidential discussion or to apply, please contact: David Hawthorne-Finch d.hawthorne-finch@h-fts.com All applications will be treated in the strictest confidence.
Personal Tax Senior in Leeds employer: Trades Workforce Solutions
Join a leading private client tax team in Leeds City Centre, where your career will flourish in a supportive and collaborative environment. With a strong focus on professional growth, our firm offers a clear progression path, competitive salary, and a hybrid working model, ensuring you can balance your personal and professional life while working with high-quality clients. Experience ongoing investment in your training and development, alongside a culture that values trust, professionalism, and teamwork.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Leeds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Trades Workforce Solutions, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior in Leeds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Trades Workforce Solutions's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Trades Workforce Solutions. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Trades Workforce Solutions!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Trades Workforce Solutions.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Trades Workforce Solutions. It helps to show our commitment!
