Job Description

Personal Tax Senior

Salary: £35,000 – £45,000 + Advisory Exposure & Career Progression

Location: Leeds City Centre | Hybrid Working

Develop Your Private Client Tax Career with a Firm Investing in Growth and Expertise

Are you a Private Client Tax professional looking to move beyond routine compliance work and gain greater exposure to advisory projects?

Our client is a highly regarded and growing professional services firm with a strong reputation for delivering tailored tax advice to individuals, business owners, trusts and estates. Due to continued expansion, they are seeking a Personal Tax Senior to join their Private Client team in Leeds City Centre.

This is an excellent opportunity for an ambitious tax professional to develop their expertise across Capital Gains Tax, Inheritance Tax, Income Tax Planning, Trusts and Estates, while working within a collaborative environment that actively supports long-term career progression.

The Opportunity: Personal Tax Senior

As part of the Private Client Tax team, you will support a wide range of compliance and advisory assignments for a diverse portfolio of clients across the North East region.

Key Responsibilities

• Manage and support a portfolio of private client tax assignments
• Assist with the delivery of advisory projects involving:
  • Capital Gains Tax (CGT)
  • Inheritance Tax (IHT)
  • Income Tax Planning
  • Trusts and Estates
  • Business Restructuring
  • Stamp Duty Land Tax (SDLT)
• Gather and analyse client information for tax planning and advisory projects
• Liaise with clients, professional advisers and internal service lines
• Support clients with ongoing personal tax compliance obligations
• Identify advisory opportunities within existing client portfolios
• Assist senior tax colleagues with technical research and complex advisory matters
• Monitor changes in tax legislation and identify potential risks and opportunities
• Support client onboarding processes and risk management documentation

About You

We are seeking a proactive and technically capable tax professional who enjoys building relationships and delivering exceptional client service.

Essential Requirements

• ATT or AAT qualified as a minimum
• 2–5 years' UK Practice experience within Private Client Tax
• Strong understanding of:
  • Personal Tax Compliance
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
• Experience working directly with clients
• Excellent verbal and written communication skills
• Strong organisational skills and attention to detail
• Ability to identify tax planning opportunities from compliance work
• Comfortable working collaboratively across multiple service lines

Desirable Requirements

• CTA studying or qualified
• Experience working with trusts and estates
• Exposure to tax advisory projects
• Full UK Driving Licence

Career Progression & Development

Our client is committed to developing talented tax professionals and offers:

Future Career Opportunities

• Clear progression pathway to:
  • Tax Assistant Manager
  • Tax Manager
  • Senior Tax Manager
• Increased exposure to advisory-led projects
• Ongoing mentoring from senior tax specialists
• Structured CPD and professional qualifications support
• Technical training and leadership development programmes

Salary & Benefits Package

Salary

• £35,000 – £45,000 per annum DOE
• Competitive salary dependent upon experience
• Hybrid and flexible working arrangements

Comprehensive Benefits

• Employer pension scheme with life assurance (4x salary) and income protection
• 25 days annual leave plus bank holidays
• Option to purchase up to 5 additional days' annual leave
• Hybrid working and flexible working policy
• Health cash plan including medical benefits and retail discounts
• Employee Assistance Programme providing confidential 24/7 support
• Paid professional memberships and subscriptions
• Ongoing CPD and professional qualification support
• Paid eye tests and annual flu vaccinations
• Client referral incentive scheme
• Supportive and collaborative working environment

Why Join Our Client?

• Join an expanding and respected Private Client Tax team
• Gain exposure to both compliance and advisory work
• Work with a varied client portfolio including individuals, business owners, trusts and estates
• Benefit from clear progression opportunities and professional development support
• Be part of a values-driven firm focused on long-term client relationships and technical excellence

Apply Now

If you are a motivated Personal Tax Senior looking to take the next step in your career within a growing and supportive professional services firm, we would welcome a confidential discussion.

David Hawthorne-Finch
Hawthorne-Finch Talent Solutions (H-FTS)

Email: d.hawthorne-finch@h-fts.com

For a confidential conversation about this opportunity and your future career goals, please contact David directly.

All applications and enquiries will be treated in the strictest confidence. Our client is an equal opportunities employer and welcomes applications from all suitably qualified candidates. No personal information will be shared with our client without your prior consent.