Personal Tax Senior
1 week ago
Job Description
Personal Tax Senior - Private Client Focus
Location: Leeds City Centre
Salary: £35,000 - £42,000 + Excellent Benefits
Are you an AAT/ATT qualified tax professional looking to advance your career in private client taxation?
We're working with a leading independent accountancy and business advisory firm seeking an experienced Personal Tax Senior to join their growing Private Client team in Leeds city centre.
About the Opportunity: Our client is expanding their North East market presence and requires a dedicated Personal Tax Senior to deliver comprehensive tax advisory services to their diverse private client portfolio.
Key Responsibilities:
• Managing client relationships and obtaining information for tax advisory projects
• Providing expert advice on Capital Gains Tax, IHT, income tax planning, and business restructuring
• Supporting clients with estates, trusts, and stamp duty land tax matters
• Handling ongoing compliance requirements and identifying advisory opportunities
• Collaborating with other service lines and communicating project progress
• Onboarding new clients and drafting risk management documentation
• Staying current with taxation legislation and identifying potential issues
What We're Looking For:
• AAT or ATT qualified (minimum requirement)
• Practical knowledge of Private Client Tax
• Direct client-facing experience with exceptional service delivery
• Excellent verbal and written communication skills
• Full UK Driving Licence (desirable)
• Collaborative approach working across different service lines
What's On Offer:
• Competitive salary: £35,000 - £42,000
• Comprehensive pension scheme with life cover (4x salary)
• Up to 26 days annual leave plus bank holidays
• Annual leave purchase scheme (buy up to 5 additional days)
• Smart working policy - flexible home/office balance
• Employee wellbeing support programme
• Professional development and paid membership fees
• Subsidised social events and recognition programmes
This is an excellent opportunity to join a respected firm that values professional development and offers genuine career progression in private client taxation.
For more info contact Jake on or email j.-
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