Full job descriptionLocation: Leeds (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
Ready to have your own private client portfolio and start managing people? This Leeds role gives you both.
My client is a large professional services firm with a national private client compliance team. Clients include HNW individuals, non-residents, farmers, partnerships, trusts and estates, so there’s plenty of variety.


What you’ll be doing

*Running your own portfolio of SA returns, MTD reporting, Final Declarations and trust accounts
*Being the main point of contact for your clients
*Managing WIP, fees and proposals on your portfolio
*Picking up advisory work such as real-time CGT reporting and remuneration planning
*Reviewing junior work and line managing the team


What you’ll need

*CA, ATT, CTA, STEP or similar, or qualified by experience
*Post-qualification experience in private client tax
*Confident researching technical points on your own
*Tolley’s experience would be useful


What’s in it for you

*Hybrid working and genuinely flexible hours
*Holiday you can buy or carry over, plus bank holidays
*Private medical cover, with the option to add your family
*Enhanced family leave, a competitive pension and life assurance
*A paid volunteering day and 24/7 wellbeing support
Qualified by experience is welcome here, so don’t rule yourself out if you’ve built your skills on the job.
For a confidential chat, get in touch with Lydia at ProTalent.

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