Senior Tax Advisor

3 days ago


Leeds, Leeds, United Kingdom Pro-Tax Full time
Personal Tax Services Specialist Role

Based in Leeds City Centre

£45,000 - £55,000 + Hybrid working opportunity

About the Position

We are seeking a highly skilled Personal Tax Services Specialist to join our team at Pro-Tax in Leeds. The successful candidate will have a strong passion for personal tax and a desire to progress their career.

The ideal candidate will enjoy a mix of tax compliance and planning work and be committed to delivering exceptional results.

Main Responsibilities
  • Manage a portfolio of clients across the UK, providing personalized tax services and advice.
  • Support clients with tax planning services, including capital gains, inheritance tax planning, and succession planning.
  • Review and manage personal tax work of more junior members of staff within the personal tax team.
  • Work closely with high net worth individuals on various tax planning projects, gaining extensive tax exposure.
  • Benefit from a flexible hybrid working policy, with most staff working 3 days per week in the office.
Qualifications and Experience
  • Strong personal tax background with previous experience managing a personal tax portfolio in the UK.
  • Att / CTA / ACA / ACCA qualification required.
  • Tax compliance experience is essential, with tax planning experience or dealing with trusts/inheritance tax being a desirable bonus.
Salary and Benefits
  • Competitive salary range: £45,000 - £55,000.
  • Solid benefits package, including a bonus and enhanced pension.
  • Opportunity to work with a well-established national accountancy firm in private wealth.


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