Private Client Manager
HybridLeeds, England, United Kingdom
Job Summary
Manage a portfolio of private client tax advisory and compliance work, delivering tailored advice on succession planning, inheritance tax, residency, and shareholder exit strategies while preparing technical reports for review. Build and maintain strong client relationships by acting as a trusted adviser, responding to queries, and identifying advisory opportunities. Oversee commercial management including work-in-progress, fee negotiations, and billing to grow existing client relationships. Support junior team members through coaching and technical guidance. Collaborate across Tax, Audit, Corporate Finance, and Financial Planning to deliver integrated solutions. Keep up to date with tax legislation changes and contribute to practice development through articles, presentations, and process improvements.
Required Qualifications
- ACA or CTA qualified or qualified by experience
- Previous Personal Tax or Mixed Tax experience in a similar role
- Strong technical knowledge and the ability to carry out research into complex areas of tax legislation
- Able to communicate effectively with clients and colleagues
- Excellent time management skills in order to meet a variety of strict deadlines
- Line management experience
- Willingness to mentor more junior team members
Desired Qualifications
- Some experience across a breadth of taxes
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