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Personal Tax Manager - Leeds

Pro-Tax

Leeds

Hybrid

GBP 45,000 - 55,000

Full time

30+ days ago

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Job summary

An established national accountancy firm is seeking a Personal Tax Manager to join their expanding team in Leeds. This role offers the chance to manage a diverse portfolio of high-net-worth individuals, providing both compliance and advisory services in personal tax. With a flexible hybrid working policy and a competitive salary, this position is perfect for someone looking to enhance their career in a supportive and ambitious environment. You will gain valuable exposure to various tax planning projects, making a significant impact in the lives of your clients while enjoying a solid benefits package including bonuses and enhanced pension contributions.

Benefits

Flexible working hours
Hybrid working policy
Competitive salary
Bonus scheme
Enhanced pension plan

Qualifications

  • Strong personal tax background with experience managing a portfolio in the UK.
  • Qualifications in ATT, CTA, ACA, or ACCA are essential.

Responsibilities

  • Manage a personal tax compliance portfolio for HNWIs and UHNWIs.
  • Support clients with tax planning services and review junior staff work.

Skills

Personal Tax Compliance
Tax Planning
Client Management
Capital Gains Tax
Inheritance Tax

Education

ATT
CTA
ACA
ACCA

Job description


Personal Tax Manager
Leeds City Centre
£45,000 - £55,000 + Hybrid working

Are you passionate about personal tax and want to progress your career? Do you enjoy a mix of tax compliance and planning work? Want to join a well-known firm in private wealth in the UK?

A well-known and established national accountancy firm is looking to expand their personal tax team in Leeds, bringing in a Personal Tax Manager.

Your new role as Personal Tax Manager:

Joining a well-established personal tax team that provides services to a range of HNWIs/UHNWIs and directors, you will manage your own portfolio of clients across the UK.

  • Run & manage your own personal tax compliance portfolio dealing directly with clients and other key internal and external stakeholders.
  • You will support your client base with tax planning services including capital gains, inheritance tax planning, and wider succession planning to name a few. Planning/advisory work will be assigned depending on your experience and skill set.
  • Review and manage personal tax work of more junior members of staff within the personal tax team.



Why would you consider this firm?

  • An exciting time for this firm as they expand in Yorkshire; you will be at the heart of an ambitious and motivated tax practice.
  • You will get the opportunity to work with and support HNWIs with a variety of tax planning projects, meaning you will get much more tax exposure than a typical personal tax role.
  • Flexible & hybrid working policy with most staff doing 3 days per week in the office.
  • Competitive salary, with a solid benefits package including a bonus and enhanced pension.



What will you need to be successful?

  • To be successful in the role, you need to come from a strong personal tax background, having previous experience managing a personal tax portfolio in the UK.
  • You will need to be ATT / CTA / ACA / ACCA qualified.
  • Tax compliance experience is important for the role, with any tax planning experience or dealing with trusts/inheritance tax being a bonus.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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