Private Client Tax Manager
other jobs Dot Recruit
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £60,000 - £70,000 per annum
Job Description:
Are you an experienced Private Client Tax professional ready to take the next step in your career? We’re seeking a talented Private Client Tax Manager to join our growing team in Leeds. This is an exciting opportunity to work with a wide range of high-net-worth individuals, business owners, and families, delivering exceptional tax advice and personal service within a forward-thinking, people-focused firm.
The Role As a Private Client Tax Manager, you’ll take ownership of a varied client portfolio, providing expert advice on all aspects of personal tax planning and compliance. You’ll build long-term relationships with clients, support junior team members, and play an active role in developing and enhancing our private client offering.
Key Responsibilities:
*Manage a portfolio of private clients, ensuring the delivery of high-quality compliance and advisory work
*Provide tailored tax planning and wealth management advice to high-net-worth individuals, business owners, and trusts
*Review complex tax computations and returns prepared by junior staff
*Oversee client relationships, identify tax-saving opportunities, and provide proactive guidance
*Support senior management with business development and contribute to practice growth
*Mentor and develop junior team members
About You You’ll be an experienced private client tax specialist who enjoys working closely with clients and delivering high-quality, practical advice. You’ll also be confident managing projects and supporting a team in a collaborative environment.
You’ll ideally have:
*CTA, ATT, or ACA qualification (or equivalent)
*Proven experience in personal tax within a practice environment
*Strong technical knowledge across income tax, CGT, IHT, and trust taxation
*Excellent communication and relationship-building skills
*A proactive, commercial mindset and commitment to client service
Salary & Benefits
We believe that exceptional professionals deserve exceptional rewards. Here’s what you can look forward to:
*Salary: £60,000–£70,000 per annum (depending on experience)
*Hybrid and flexible working options to support work-life balance
*Enhanced pension contributions
*Generous holiday allowance with the option to buy or sell annual leave
*Private healthcare and wellbeing initiatives
*Regular team socials and firm-wide events
*Continuous professional development and tailored career progression plans
*Access to specialist tax training and professional support
*Modern, city-centre Leeds offices with excellent facilities
*Supportive and collaborative culture where your ideas are valued
The Role As a Private Client Tax Manager, you’ll take ownership of a varied client portfolio, providing expert advice on all aspects of personal tax planning and compliance. You’ll build long-term relationships with clients, support junior team members, and play an active role in developing and enhancing our private client offering.
Key Responsibilities:
*Manage a portfolio of private clients, ensuring the delivery of high-quality compliance and advisory work
*Provide tailored tax planning and wealth management advice to high-net-worth individuals, business owners, and trusts
*Review complex tax computations and returns prepared by junior staff
*Oversee client relationships, identify tax-saving opportunities, and provide proactive guidance
*Support senior management with business development and contribute to practice growth
*Mentor and develop junior team members
About You You’ll be an experienced private client tax specialist who enjoys working closely with clients and delivering high-quality, practical advice. You’ll also be confident managing projects and supporting a team in a collaborative environment.
You’ll ideally have:
*CTA, ATT, or ACA qualification (or equivalent)
*Proven experience in personal tax within a practice environment
*Strong technical knowledge across income tax, CGT, IHT, and trust taxation
*Excellent communication and relationship-building skills
*A proactive, commercial mindset and commitment to client service
Salary & Benefits
We believe that exceptional professionals deserve exceptional rewards. Here’s what you can look forward to:
*Salary: £60,000–£70,000 per annum (depending on experience)
*Hybrid and flexible working options to support work-life balance
*Enhanced pension contributions
*Generous holiday allowance with the option to buy or sell annual leave
*Private healthcare and wellbeing initiatives
*Regular team socials and firm-wide events
*Continuous professional development and tailored career progression plans
*Access to specialist tax training and professional support
*Modern, city-centre Leeds offices with excellent facilities
*Supportive and collaborative culture where your ideas are valued
Job number 3717750
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Company Details:
Dot Recruit
Company size: 1–4 employees
Industry: Recruitment Consultancy
Based in Preston, Lancashire, Dot Recruit is a specialist recruitment consultancy headed up by Phoebe Chadwick. Phoebe is an established and award win...