Personal Tax Manager

Private Client Tax Manager
£50,000 - £60,000 + Hybrid Working + Excellent Benefits
Are you an experienced Private Client Tax professional looking to step into a true management role?
Do you want to work with a diverse and high-quality portfolio of HNWIs, trusts, and estates?
Are you ready to join a leading independent firm that values collaboration, flexibility, and career growth?

Benefits:

• Competitive salary up to £60,000
• Hybrid working and flexible hours
• 26 days annual leave + option to purchase additional days
• Employer contribution pension scheme with life cover and income protection
• Health cash plan, employee assistance programme and wellbeing benefits
• Paid professional memberships and ongoing training
• Regular social events and a supportive team environment

Your new firm:
A leading independent accountancy and business advisory firm with offices across the North of England and Scotland are looking to appoint a Private Client Tax Manager to join their growing Leeds office.

You'll be part of a highly regarded Private Client team that advises a range of high-net-worth individuals, families, and trusts, offering tailored tax planning and compliance services.

Your new role:
As a Private Client Tax Manager, you'll manage a diverse client portfolio and lead on complex personal tax advisory projects. You'll be a trusted point of contact for clients, supporting them with a wide range of private client tax matters, and play a key role in developing junior team members.

Key responsibilities include:

• Managing a portfolio of HNWI and trust clients, overseeing compliance and advisory work
• Leading on tax planning projects including IHT, CGT, income tax planning, and estate planning
• Providing technical support and mentoring to junior team members
• Liaising directly with clients, partners, and other service lines to deliver seamless advice
• Identifying and developing new advisory opportunities
• Supporting internal training and knowledge sharing across the Private Client team

To be successful in this role, you'll need:

• CTA qualified (or equivalent), with strong Private Client Tax experience
• Proven track record of managing client relationships
• Excellent technical knowledge across personal tax, trusts, and estates
• Confident communicator with strong leadership and mentoring skills
• A full UK driving licence (essential)

Interested?
Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.

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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.