Private Client Tax Senior, Leeds

Ready to take the next step in your Private Client Tax career and build your advisory experience?

We’re recruiting an experienced Tax Senior to join a growing Private Client Tax team, delivering a varied range of tax advisory and compliance services to clients across the North East. You’ll gain exposure to areas including Capital Gains Tax, Inheritance Tax, income tax planning, trusts, estates and business restructuring, while working directly with clients and developing your technical expertise within a supportive team.

What we can offer you
● Competitive salary
● Salary Sacrifice Employer Contribution Pension Scheme including Life Cover and Income Protection
● Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
● Smart Working Policy, giving you the ability to balance home and remote working
● Employee Assistance Programme (24/7 confidential support for wellbeing and health)
● Paid flu jabs and eye tests
● Introductory Commission Scheme (financial reward if you refer a new client)
● Employee Referral Scheme. Enabling you to claim up to £2,500 for each referral
● Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
● Paid professional membership fees

Your responsibilities as a Private Client Tax Senior
You’ll support the Private Client Tax team across a varied portfolio of compliance and advisory work, liaising directly with clients to gather information and keep projects progressing smoothly. You’ll assist with advice across areas including Capital Gains Tax, Inheritance Tax, income tax planning, business restructuring, estates and trusts, and Stamp Duty Land Tax, while supporting clients with their ongoing tax compliance requirements.

You’ll also identify potential advisory opportunities within the existing portfolio, respond to ad hoc queries alongside senior tax colleagues and communicate with other service lines and third parties as required. Keeping up to date with changes in tax legislation will be important, identifying potential issues and escalating these to senior members of the tax team where appropriate. You’ll also support the onboarding of new clients and prepare the necessary risk management documentation for new matters.

Requirements
You will be AAT and/or ATT qualified as a minimum, with practical knowledge of Private Client Tax and previous experience working directly with clients. You’ll be confident delivering an outstanding level of client service and building strong professional relationships, while bringing excellent written and verbal communication skills. You’ll also be comfortable collaborating with colleagues across different service lines within the firm.

A full UK driving licence is essential for this position.