Private Client Senior Manager

Private Client Senior Manager - Leeds

The Opportunity We are seeking an experienced Private Client Senior Manager to join a growing and ambitious private client team. This is a leadership role focused on delivering high-quality tax and wealth advisory services to high-net-worth individuals, families, trusts, and internationally mobile clients.

You will act as a trusted advisor to clients, providing strategic and technically complex advice while leading client engagements, mentoring team members, and supporting business growth initiatives.

This is an excellent opportunity for a commercially minded professional who enjoys developing client relationships, solving complex technical challenges, and helping shape the future direction of a successful advisory practice.

Key Responsibilities

• Lead and oversee complex private client advisory projects from planning through to delivery.
• Manage and develop long-term client relationships, acting as a trusted strategic advisor.
• Deliver specialist advice across a broad range of private client tax matters.
• Take an active role in the day-to-day management and operational success of the team.
• Support the leadership team in achieving departmental objectives and growth plans.
• Identify opportunities for new business and contribute to business development initiatives.
• Develop and maintain expertise in areas including:
  • Residency and domicile matters
  • Cross-border taxation
  • UK and Offshore Trusts
  • Inheritance Tax planning
  • Succession and wealth transfer planning
• Review and sign off complex Self Assessment Tax Returns.
• Liaise with legal, financial and other professional advisers to deliver integrated client solutions.
• Delegate work effectively, providing guidance, coaching and ongoing support to team members.
• Conduct technical research and remain up to date with legislative and regulatory developments.
• Share knowledge across the wider business and contribute to the development of connected service lines.
• Provide practical, commercial recommendations that deliver value while appropriately managing risk.
• Maintain and strengthen a portfolio of key client relationships.

Essential Requirements

• Professional tax qualification such as ACA, CA, ATT, CTA, STEP or equivalent.
• Significant experience in a Private Client Tax role at Manager or Senior Manager level.
• Strong advisory experience across private client taxation.
• Demonstrable expertise in managing multiple client projects simultaneously.
• Experience leading, mentoring and developing teams.
• Proficiency with tax software and related compliance systems.
• Strong technical research capabilities, including the use of technical tax resources and legislation.
• Excellent communication and relationship-building skills.
• Commercially aware with a proactive approach to business development.

Desirable Experience

• Knowledge of UK taxation for internationally mobile individuals.
• Experience advising beneficiaries of offshore trusts.
• Expertise in cross-border tax planning and international wealth structuring.

What We Offer

• Competitive salary and benefits package.
• Hybrid and flexible working arrangements.
• Clear career progression opportunities.
• Exposure to complex and rewarding client assignments.
• A collaborative and supportive culture focused on professional development.
• Opportunity to play a key role in the growth and success of a leading advisory team.