Personal Tax Senior

Personal Tax Senior
Salary: £35,000 – £45,000 + Clear Progression Path Location: Leeds City Centre | Hybrid Working Develop Your Advisory Career with a Leading Private Client Tax Team

Are you an ambitious Personal Tax professional looking to expand your advisory experience and work with high-quality private clients? This is a standout opportunity to join a forward-thinking, high-growth accountancy and advisory firm that is investing heavily in its people, service offering, and long-term reputation.

Our client is building a market-leading Private Client function, focused on delivering strategic tax advice to individuals, entrepreneurs, and families. With strong growth across the Yorkshire and North East markets, they are seeking a Personal Tax Senior to join their Leeds office and play a key role in both compliance and advisory work.

Working as part of a collaborative Private Client team, you will support a diverse client base while developing your expertise across advisory projects.

• Manage personal tax compliance obligations, including preparation and review of tax returns
• Support and contribute to private client advisory work, including:
  • Capital Gains Tax (CGT)
  • Inheritance Tax (IHT)
  • Income tax planning
  • Trusts and estates
  • Stamp Duty Land Tax (SDLT)
• Gather and analyse client information for advisory engagements
• Liaise with clients, internal teams, and third parties to ensure smooth project delivery
• Identify tax planning opportunities within existing client portfolios
• Assist senior tax staff with complex queries and advisory projects
• Support client onboarding and preparation of risk management documentation
• Maintain up-to-date knowledge of UK tax legislation and regulatory changes

We are seeking a technically capable and client-focused professional with a strong foundation in private client tax.

• ATT qualified or AAT qualified (minimum); CTA part-qualified or studying desirable
• 2–5 years’ UK Practice experience in Personal Tax / Private Client Tax
• Strong working knowledge of:
  • Income tax, CGT and IHT compliance
  • Personal tax planning principles
• Proven experience in client-facing roles with excellent service delivery
• Strong communication skills, both written and verbal
• Ability to identify advisory opportunities from compliance work

• Exposure to trusts, estates and complex tax advisory projects
• Experience working within a multi-disciplinary firm
• Full UK driving licence (advantageous)

Our client offers a competitive and well-rounded package designed to support both your career development and personal wellbeing.

• £35,000 – £45,000 salary (depending on experience)
• Hybrid working model with flexibility between home and office
• Enhanced pension scheme with life cover and income protection
• 25 days annual leave + option to purchase more
• Paid professional memberships and structured CPD support

• Health cash plan with medical cost support and retail discounts
• Employee Assistance Programme
• Client referral incentive scheme
• Ongoing investment in training, qualifications and career development

This is an excellent role for someone looking to build a long-term career in private client tax, offering:

• Clear progression pathway to Senior Manager and beyond
• Increased exposure to advisory-led work and complex client portfolios
• A supportive and collaborative environment focused on technical excellence and professional growth

• Join a firm with strong growth momentum and strategic ambition
• Work with high-value clients who value expert tax advice
• Gain exposure to both compliance and advisory assignments
• Be part of a culture defined by professionalism, trust, and collaboration

If you are a Personal Tax professional ready to take the next step into a more advisory-focused and progressive role, we would like to hear from you.

For a confidential discussion or to apply, please contact:

David Hawthorne-Finch

All applications will be treated in the strictest confidence.