Private Client Tax Senior

Personal Tax Senior, Mid-Tier Accountancy Firm
Leeds
£35,000 - £40,000 + Hybrid Working + Excellent Benefits
Do you want a Personal Tax role with a strong advisory focus?
Are you looking to work closely with high-quality OMB and private clients?
Keen to join a growing team with genuine progression opportunities?

Benefits:

• Competitive salary up to £40,000
• Hybrid and flexible working
• Clear progression and development support

Your new firm:
Our client is a well-established mid-tier accountancy firm with a growing presence across the North West.
Following continued growth in their Private Client offering, they are now looking to strengthen their Personal Tax team in Manchester.
The firm works with a broad and interesting client base, including OMBs, entrepreneurs, and high-net-worth individuals, and places a strong emphasis on advisory-led work and client relationships.

Your new role:
As a Personal Tax Senior, you'll work closely with Managers and Senior Managers, delivering a mix of advisory and compliance work to a varied private client portfolio.
You'll be involved in complex personal tax matters, with exposure to trusts, inheritance tax, and planning work, while also supporting junior team members as they develop.

Key responsibilities include:

• Managing a portfolio of private clients, delivering high-quality compliance work
• Supporting advisory projects including trusts and IHT planning
• Reviewing work prepared by junior staff
• Liaising directly with clients and building long-term relationships
• Identifying opportunities for tax planning and value-add services

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

• Experience working in UK Personal Tax within practice
• Strong technical knowledge across personal tax and private client matters
• Confidence dealing directly with clients
• ATT qualified (or equivalent), or working towards CTA

Benefits:

• Competitive salary
• Hybrid working
• Strong advisory exposure
• Clear progression pathway

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.