Private Client Tax Manager

Looking for a Private Client role that offers more than just compliance?

An established and highly regarded accountancy practice in North Yorkshire is looking to appoint a Private Client Tax Manager to support the continued growth of its advisory-focused tax team.

Working with a diverse portfolio of high-net-worth individuals, business owners, families, trusts and estates, you'll play a key role in delivering both compliance and complex tax planning solutions.

What's on Offer

• depending on experience
• Hybrid and flexible working
• Strong focus on advisory projects
• High-quality private client portfolio
• Clear progression opportunities
• Supportive and approachable leadership team
• Excellent staff retention

Your Role

• Manage a portfolio of private clients
• Review personal tax compliance work
• Deliver CGT, IHT and trust planning advice
• Support succession and estate planning projects
• Build long-term client relationships
• Mentor junior team members

Ideal Background

• CTA qualified (or equivalent)
• Strong private client tax experience
• Previous portfolio management experience
• Comfortable leading client meetings
• Advisory exposure preferred

This is a fantastic opportunity for a Private Client Tax Manager looking to join a growing team with genuine progression and interesting advisory work.