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Tax Advisory Manager - Private Client

Leeds, West Yorkshire

Tax Advisory Manager - Private Client

  1. Permanent
£55,000 - £70,000 per annum
BBBH192256

Leeds, West Yorkshire

The details

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Advisory Tax Manager / Leeds/ Hybrid / £70,000 DOE with Benefits

An opportunity to join a well-established and forward-thinking private client tax team within a Top 10 Practice. This role offers the chance to work closely with business owners, trustees and high-net-worth individuals, delivering pragmatic, high-quality tax advisory services while building long-term client relationships.

The firm is known for its collaborative culture, strong internal progression and genuine investment in its people. You'll be encouraged to shape your role, contribute to the wider team's growth and develop your career within a supportive and inclusive environment.

The Role

This is a client-facing advisory role with responsibility for managing a portfolio of private clients with complex personal tax affairs. You'll work closely with senior colleagues across tax and advisory teams to deliver holistic, commercially focused advice.

Key responsibilities:
* Managing and advising a portfolio of private clients, including HNWIs, business owners and trustees
* Reviewing tax reports and advisory work prepared by junior team members
* Providing advice across areas such as succession planning, profit extraction, relocations and exit planning
* Liaising with HMRC on technical and advisory matters
* Managing work-in-progress and billing
* Ensuring files meet internal quality and risk standards
* Identifying advisory opportunities and supporting business development
* Coaching and mentoring junior team members

Skills

  • Strong private client Tax Advisory experience
    * CTA qualified (or equivalent experience)
    * Proven experience managing advisory projects and meeting deadlines
    * Confident communicator with strong relationship-building skills
    * Commercial mindset with the ability to identify wider advisory opportunities

Benefits
* Annual performance-based bonus
* Hybrid working
* 25-29 days holiday (depending on level) with option to buy additional days
* Private medical insurance
* Group income protection
* Travel insurance
* Clear progression and ongoing development support

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja | Aleksandra.Taranovskaja@Markssattin.com

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.

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