Private Client Tax Manager - Leeds

Job Description

Interested in this role You can find all the relevant information in the description below.

Private Client Tax Manager – Leeds

Leeds | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits

Keywords: Private Client Tax Manager, Private Client Manager, Personal Tax Manager, Private Client Tax, HNW Tax, High Net Worth, Inheritance Tax, IHT, Capital Gains Tax, Succession Planning, Residency, Shareholder Exit, ACA, CTA, Tax Manager, Accountancy Practice, Leeds

We're recruiting an experienced Private Client Tax Manager to join a growing accountancy practice in Leeds.

This is an excellent opportunity for an ACA or CTA-qualified tax professional, or someone qualified by experience, with strong personal or mixed tax experience.

You'll manage a varied portfolio of private clients, combining tax compliance with advisory work across inheritance tax, succession planning, residency and shareholder exits, while working closely with Tax Directors and Partners.

Key Responsibilities

• Manage a portfolio of private client tax advisory and compliance work
• Advise clients on succession planning, inheritance tax, residency and shareholder exits
• Prepare technical reports and advisory documentation for Director and Partner review
• Act as a trusted adviser and build strong, long-term client relationships
• Respond to client queries and identify additional advisory opportunities
• Manage WIP, billing, fee negotiations and portfolio profitability
• Identify opportunities to develop and grow existing client relationships
• Coach, mentor and develop junior members of the team
• Provide technical guidance and review work to ensure high-quality delivery
• Collaborate with Tax, Audit, Corporate Finance and Financial Planning teams
• Identify cross-referral and business development opportunities
• Contribute to technical articles, presentations, networking and practice development
• Keep up to date with changes in UK tax legislation and industry developments

About You

• ACA or CTA qualified, or qualified by experience
• Previous Personal Tax or Mixed Tax experience in a similar role
• Strong technical knowledge of UK private client taxation
• Experience researching and advising on complex areas of tax legislation
• Knowledge of IHT, CGT, succession planning and residency advantageous
• Broader experience across multiple taxes desirable
• Strong client relationship and communication skills
• Excellent organisational and time management abilities
• Experience managing a portfolio and commercial xwwtmva aspects of client work
• Previous line management or mentoring experience
• Commercially minded, proactive and technically curious

What's on Offer

• Hybrid and flexible working
• Competitive salary and benefits
• Varied private client and HNW portfolio
• Strong mix of compliance and advisory work
• Exposure to complex tax planning and succession matters
• Client-facing responsibility
• Leadership and mentoring opportunities
• Professional development and technical training
• Clear career progression
• Collaborative and supportive working environment

Location

Leeds, West Yorkshire

Commutable from Bradford, Wakefield, Harrogate, Huddersfield, York, Halifax and surrounding areas.

Apply today for a confidential discussion with Jack Wood on or .