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Private Client Tax Manager
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I'm currently working on an opportunity for an experienced Private Client Tax Manager to join a well-established accountancy practice in Leeds.
The role
This is a varied role for someone who enjoys working closely with private clients and wants exposure to more than just straightforward tax compliance. You'll work with a portfolio of high-net-worth individuals, business owners, families, trusts, and estates, providing both compliance and advisory support.
You'll take responsibility for managing a varied portfolio of private clients, acting as a key point of contact and building strong, long-term relationships. Your work will include:
- Managing a portfolio of HNW and private clients.
- Overseeing the preparation and review of Self Assessment tax returns.
- Advising clients on UK income tax and capital gains tax matters.
- Working with trusts, estates, and family groups.
- Supporting business owners and entrepreneurs with their personal tax affairs.
- Providing advice around tax planning and other ad hoc private client matters.
- Reviewing work completed by more junior members of the team.
- Liaising with clients and other advisers where appropriate.
- Identifying opportunities to provide additional advice and support.
- Helping develop more junior members of the team and sharing your technical knowledge.
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What they're looking for
You'll ideally be ACA, CTA, or ATT qualified, with solid experience working within a UK private client tax team. You'll have a good technical understanding of UK personal tax, alongside experience managing your own client portfolio. The ideal person will be comfortable dealing directly with clients, able to manage their own workload, and enjoy working on more complex affairs rather than purely high-volume compliance. Experience across HNW individuals, trusts, estates, partnerships, or owner-managed businesses would be particularly useful.
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Why consider it?
This would suit someone who has reached Manager level and wants a role where they can continue developing their advisory experience, work with a genuinely interesting client base, and have the opportunity to build strong client relationships. The salary is £55,000-£65,000, with a wider benefits package and the opportunity to progress within the team. If you're currently a Private Client Tax Manager in Leeds—or perhaps a strong Senior looking for that next step—it's worth having a conversation about.
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