Private Client Tax Senior

Private Client Tax Senior

Department: Tax

Employment Type: Full Time

Location: Leeds

The Role

The position is a Tax Senior on the Private Client Team, delivering tax advisory projects to clients with a focus on the North East Market. The role is based at the Leeds city centre office.

• Obtain and manage client information for tax advisory projects; communicate with other service lines and keep them updated on project progress.
• Assist the team with advice on Capital Gains Tax, Inheritance Tax, income tax planning, business restructuring, estates and trusts, and stamp duty land tax where appropriate.
• Support clients with ongoing compliance needs and identify advisory opportunities from the compliance portfolio.
• Assist senior tax staff with ad‑hoc queries from the wider business.
• Keep current with tax legislation, highlight potential issues to the Senior Tax Manager, Tax Director or Tax Partner.
• Onboard new clients and draft risk management documentation for all matters.

We will be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

• AAT/ATT qualification (minimum).
• Full UK Driving Licence (desirable).
• Practical knowledge of Private Client Tax.
• Experience dealing directly with clients and delivering outstanding service.
• Excellent verbal and written communication skills, capable of liaising with clients and other service lines.

The Benefits

• Competitive salary with employer pension contribution (4x salary) and income protection.
• Competitive annual leave entitlement with a purchase scheme of up to 5 additional days per year.
• Smart working policy allowing a blend of home and remote work.
• Health Shield Cash Plan for health benefits and discounts on holidays, fashion and entertainment.
• Employee Assistance Programme offering confidential wellbeing support.
• Paid flu jabs, eye tests and other health‑related benefits.
• Introductory Commission Scheme for client referrals and an Employee Referral Scheme offering up to £2,500 per referral.
• Investment in Continuous Professional Development (CPD) including training and materials.
• Paid professional membership fees.

Additional Information

We provide competitive remuneration and a supportive environment to develop your career further.

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