Private Client Tax Manager


Share this role

July 24, 2023
Job Type
£32000 - £40000 per annum, Benefits: Refer to Job Description for full details
Start date
Contact Name
Laura Banks
Contact Email


Our Client, a leading and reputable firm of Chartered Accountants in York have a significant presence in Yorkshire and whilst very established, are still a growing accountancy, tax and business advisory firm with lots to offer their employees re long term career development.

Due to continued growth they are looking to recruit a Private Client Tax Manager

Working within their tax department as Private Client Tax Manager, you will be joining their expanding Private Client Team, managing the complex tax affairs of individuals, families, trusts and businesses.

You will provide taxation services to an allocated diverse portfolio of clients, having opportunities to build strong client relationships as their trusted advisor, in a role and environment where you can progress your career.

As Private Client Tax Manager your key responsibilities will include:

-Preparation and reviewing of trust and personal tax returns
-Preparation of forms R185 for the beneficiaries
-Dealing with the Trust Registration Service
-Reporting property disposals under the 60 day reporting regime
-Preparation of inheritance tax returns for relevant property trusts
-Tax advisory work
-Dealing with HMRC enquiries
-Building and maintaining client relationships
-Identifying tax planning opportunities
-Provide training support to other team members


-You will be either STEP/CTA/ACA/ACCA qualified with experience working in trust or personal tax compliance.
-Management of other team members would be an advantage.
-You should be able to manage a client portfolio in a pro-active way and good organisation skills are essential.
-Part qualified candidates with existing experience in tax, or those qualified by experience, will also be considered


-35 hours per week, to be worked from 9.00am to 5.00pm Monday to Friday.
-Location: York
-Remuneration and Benefits • Salary is negotiable, depending on experience
-36 days holiday (including bank holidays)
-BUPA healthcare
-Pension scheme arrangements
-Optical tests
-Cycle-to-work scheme
-Death-in-service cover
-Professional subscriptions paid
-Generous CPD provision
-Flexible working
-Free on-site parking


This is an excellent opportunity to join a forward thinking highly regarded accounting practice where your journey to success in uncapped.

To find out more please APPLY TODAY

This vacancy is being handled by Laura Banks – Kenton Black Finance

Kenton Black Finance operate across the UK as a market leading recruitment partner, specialising in the attraction of finance talent across both permanent and interim requirements. With a team of dedicated experts, each with longevity operating in the finance arena, we maintain a proven track record and have established partnerships with businesses both large, small and those in their infancy. Market leaders, we provide recruitment solutions from entry level accounting trainees to Director and Partner level. Operating from local offices in, Manchester, Leyland, Leeds, Liverpool, Birmingham, Belfast, Worcester, Dundee and Aberdeen, Kenton Black Finance remain a dynamic and effective recruitment partner who represent and attract only the finest finance talent in the local area and across the UK.

Drop files here browse files ...


Are you sure you want to delete this file?