Private Client Tax Manager - #2174869

Insite US


Date: 1 hour ago
City: Leeds
Salary: £49,000 - £64,000 / year
Contract type: Full time
Insite US

Looking for a Private Client role that offers more than just compliance?

An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.

Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you'll play a key role in delivering both compliance and complex tax planning solutions.

What's on Offer

  • depending on experience
  • Hybrid and flexible working
  • Strong focus on advisory projects
  • High-quality private client portfolio
  • Clear progression opportunities
  • Supportive and approachable leadership team
  • Excellent staff retention

Your Role

  • Manage a portfolio of private clients
  • Review personal tax compliance work
  • Deliver CGT, IHT and trust planning advice
  • Support succession and estate planning projects
  • Build long-term client relationships
  • Mentor junior team members

Ideal Background

  • CTA qualified (or equivalent)
  • Strong private client tax experience
  • Previous portfolio management experience
  • Comfortable leading client meetings
  • Advisory exposure preferred

This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.

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