Personal Tax Manager

Leeds | Saffery LLP

Saffery LLP is expanding its Leeds team and is seeking an experienced Personal Tax Manager to join its growing Personal Tax practice. This is an excellent opportunity for a tax professional who enjoys delivering high-quality advisory and compliance support to a diverse private client base, while working closely with Senior Managers, Directors, and Partners.

The role is particularly suited to someone with strong experience in personal tax and advisory work, who is confident managing client relationships, leading projects, and supporting the development of junior team members.

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About the Opportunity

As demand continues to grow, Saffery’s Leeds office is looking to appoint a Personal Tax Manager to play a key role in delivering tailored tax advice and managing a varied portfolio of private clients.

The client base includes:

• High-net-worth individuals

• Families and family groups

• Trusts

• Partnerships and LLPs

• Landed estates

• Rural and agricultural businesses

Many clients have complex structures, often involving corporate entities, so any exposure to corporate tax matters would be highly beneficial in supporting a well-rounded advisory service.

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What You’ll Be Doing

In this role, you will take ownership of both compliance and advisory work, helping clients navigate complex tax matters while maintaining excellent service standards.

Key responsibilities include:

• Managing a portfolio of private clients, families, trusts, and associated entities

• Overseeing clients’ day-to-day tax affairs and identifying planning opportunities

• Leading and attending client meetings to discuss and implement advisory and compliance work

• Reviewing work prepared within the team to ensure technical accuracy and high standards

• Monitoring budgets, time, and recovery across allocated clients

• Ensuring deadlines, statutory obligations, and billing targets are met

• Reporting on client matters and project progress to Partners

• Supporting junior colleagues through on-the-job coaching and development

There will also be opportunities to contribute more broadly across the firm, including involvement in committees, presentations, and wider advisory initiatives, should this align with your interests.

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The Team

Saffery’s Personal Tax team is a well-established national practice made up of more than 120 professionals across 9 UK offices:

• Bristol

• Bournemouth

• High Wycombe

• Peterborough

• Edinburgh

• Inverness

• Leeds

• London

• Manchester

The team provides high-quality compliance and advisory services to a broad private client base, including:

• Clients with UK and offshore interests

• Property owners

• Business owners

• Partnerships

• Trusts

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The Leeds Office

Saffery’s Leeds office is home to 6 Partners and more than 80 staff. Located in a modern, purpose-built office in Wellington Place, it offers an excellent working environment within easy reach of the city centre, as well as convenient access to bus and national rail links.

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What We’re Looking For

We are keen to hear from professionals who combine strong technical tax expertise with excellent relationship management and team leadership skills.

You will bring:

• A positive, enthusiastic, and proactive approach

• Strong motivation, commitment, and professional capability

• Previous experience managing your own portfolio and reviewing the work of junior staff

• Proven experience in the delivery and management of personal tax compliance services

• Excellent organisation and prioritisation skills

• The ability to work accurately and efficiently while managing multiple deadlines

• Strong interpersonal and communication skills, with confidence when working with both clients and Partners

• A collaborative mindset, while also being comfortable working on your own initiative

• High levels of attention to detail

• Strong IT skills

Technical experience should include exposure to:

• Inheritance tax planning

• Capital gains tax planning

• Trust planning

• International tax considerations

The advisory split can be shaped around your strengths, but a broad knowledge base is important. Experience relating to landed estates and rural or land-based matters would be particularly valuable, as this forms a significant part of the team’s work.

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Ideal Background

The successful candidate is likely to come from a professional services environment and will already be operating at, or ready to step confidently into, Manager level.

Ideally, you will have:

• CTA qualification

• At least 1–2 years’ experience at Manager level

• Experience handling a wide variety of tax matters relevant to private clients

• A clear commitment to building a long-term career in tax

• Strong experience gained in either a tax-focused role or a general practice role within a medium or large firm

• Experience organising the delivery of tax assignments and solving problems independently

• Familiarity with computerised tax software packages

• The ability to produce work that is both accurate and cost-effective

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Rewards and Benefits

Saffery offers a competitive and flexible benefits package designed to support your career and wellbeing.

Benefits include:

• 35-hour working week

• Hybrid working, with the flexibility to work from home up to 3 days per week

• Core working hours of 10:00am to 4:00pm

• 25 days’ annual leave

• Contributory pension scheme

• Life Assurance

• A range of flexible benefits

• Family-friendly policies

• Eligibility for the firm’s Profit-Sharing Plan paid in December

• Eligibility for a discretionary bonus scheme

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About Saffery

Saffery LLP advises individuals and businesses across a broad range of sectors, delivering market-leading expertise in accountancy, audit, business advisory, tax, and VAT.

Founded in 1855, Saffery is now the 15th largest accountancy firm in the UK. The firm is known for combining deep technical excellence with a people-first culture where individuals are valued as more than just a title.

At Saffery, you’ll work alongside people who are friendly, intelligent, and collaborative—people who are individually excellent and collectively exceptional. The firm is deeply committed not only to its clients, but also to its people.

As a proud member of Nexia, one of the world’s leading networks of independent accounting and consulting firms, Saffery offers the benefit of global perspective alongside local insight.

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Equality, Diversity & Inclusion

Equality, diversity, and inclusion are central to Saffery’s culture and future. Through its ED&I strategy, Everyone Belongs, the firm continues to strengthen an inclusive and equitable workplace, led from the top and embedded across the business.

Saffery welcomes applications from talented individuals of all backgrounds, including every ethnicity, gender, age, sexuality, disability, and neurodivergent profile. The firm believes that individual differences create collective strength.

Built on the values of excellence, integrity, enthusiasm, and collegiality, Saffery is a place where Potential meets Personal.

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Apply Now

If you are an experienced personal tax professional looking for a role where you can combine technical excellence, client advisory work, and team development within a highly respected firm, this could be the ideal next step in your career.

Join Saffery in Leeds and be part of a team where your expertise, ambition, and individuality will be valued.