Private Client Tax Manager

About the role

We are seeking an experienced Private Client Tax Manager to join a growing professional services firm in Leeds. You will own a portfolio of high‑net‑worth clients, delivering accurate tax compliance and building long‑term relationships.

Key responsibilities

• Manage a varied private client, trust and estate tax portfolio.
• Prepare and review Self Assessment returns, trust and estate compliance, and IHT filings.
• Produce CGT calculations and real‑time CGT reporting when required.
• Monitor deadlines, workflow, WIP and billing across your portfolio.
• Identify additional client needs and coordinate wider advisory support.
• Coach and mentor junior colleagues and review their work.
• Collaborate with internal specialists on complex planning matters.

Required profile

• Relevant tax qualification (ATT, CTA, CA, ACCA or equivalent).
• Private client tax compliance experience at Assistant Manager level or above.
• Strong technical knowledge of personal tax, trusts, estates, IHT and TRS.
• Proven ability to manage client relationships and meet strict deadlines.
• Excellent organisational and mentoring skills.

Required skills

• CCH tax software

What we offer

• Opportunity to work in a well‑established, expanding professional services business.
• Ownership of a diverse client portfolio with scope for development.
• Support for continuous learning and career progression.