Personal Tax Senior - Leeds

Personal Tax Senior, Independent Accountancy Firm

Leeds City Centre
£35,000 - £40,000 + Benefits + Hybrid Working
Do you want to work with a high-quality portfolio of HNW individuals and business owners?
Looking to build your advisory experience alongside compliance?
Enjoy working in a relationship-driven firm where clients and staff stay long term?

Benefits:

• Hybrid working (typically 3-4 days in the office)
• Enhanced pension and holiday allowance
• Clear progression with long-term career opportunities
• Supportive, collaborative team environment

Your new firm:

Our client is a well-established, independent accountancy firm based in Leeds, with over 100 years of history and a strong reputation across West Yorkshire.
Following continued organic growth, they are now looking to expand their Private Client team. Led by experienced Directors and Partners, this is an opportunity to join a relationship-driven practice with excellent staff retention and genuine long-term progression - including future leadership opportunities as senior members approach retirement.
Brown Butler - Zoe Marshall - C…

Your new role:

As a Personal Tax Senior, you'll support the management of a portfolio of high-net-worth individuals, business owners and professionals, working closely with Managers and Directors.
You'll be involved in personal tax compliance while gaining exposure to advisory work, including capital gains tax, inheritance tax and trust planning.

Key responsibilities include:

• Preparing and reviewing self-assessment tax returns for a range of private clients
• Managing day-to-day client queries and HMRC correspondence
• Supporting on advisory work including CGT and IHT planning
• Assisting with trust and estate matters
• Building strong client relationships and supporting senior team members

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

• ATT qualified / part-qualified (or equivalent experience)
• Strong personal tax compliance experience
• Exposure to HNW clients, business owners or private clients
• A proactive approach and interest in developing advisory skills

Benefits:

• Hybrid working
• Enhanced pension and holiday package
• Strong work-life balance within a supportive culture
• Clear progression and long-term career opportunities

Want to find out more? Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892

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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.