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Senior Private Client Tax Manager

Pro-Tax Recruitment
Posted 2 days ago, valid for a month
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading national accountancy firm in Leeds is seeking a Senior Private Client Tax Manager with a salary range of £60,000 to £70,000 plus hybrid working options.
  • The role involves managing a portfolio of high-net-worth individuals, focusing on trusts, land, and estate projects.
  • Candidates should have a strong background in private client tax and previous experience managing a personal tax portfolio in the UK.
  • Qualifications such as ATT, CTA, ACA, or ACCA are required, along with tax advisory experience, particularly in inheritance tax planning.
  • The firm offers a flexible working policy, a competitive salary, and a comprehensive benefits package including bonuses and enhanced pension.

Senior Private Client Tax Manager Leeds City Centre£60,000 - £70,000 + Hybrid workingDo 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

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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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.