The Private Client Tax Senior will manage tax advisory projects, assist clients with compliance, and support the team with client communications and advisory opportunities.
About Us
Build something exceptional, with us...
Our ambition is clear and openly bold.
Build something exceptional, with us...
Our ambition is clear and openly bold.
Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like‑minded firms.
But growth alone is not the goal.
Reputation is.
And reputation is earned, not inherited.
Reputation is.
And reputation is earned, not inherited.
Our strategic intent is simple to say and hard to deliver.
To become the most respected adviser to privately owned businesses in the North and the UK.
The firm business owners talk about.
The firm lawyers and bankers recommend without hesitation.
To become the most respected adviser to privately owned businesses in the North and the UK.
The firm business owners talk about.
The firm lawyers and bankers recommend without hesitation.
To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day.
At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind.
This strategy sets the direction.
Our people, our values‑led culture, and our standards will deliver it.
Our people, our values‑led culture, and our standards will deliver it.
We are looking for people who want more than the next job. People who care deeply about:
- Standards and professionalism
- Doing work they are proud to put their name to
- Building long‑term client relationships
- Being part of a firm with real momentum and intent
If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.
What you will find here:
What you will find here:
- A firm with clear direction and momentum
- Clients who value advice and relationships
- Colleagues who care about doing things properly
- A culture built on Passion, Trust, Humanity and Honesty
- Genuine opportunity to shape your career as the firm grows
This is our moment, and our vision is clear, to build something genuinely remarkable.
The Role
We are now recruiting for a Tax Senior to work as part of the Private Client Team delivering Tax advisory projects to our clients, with specific focus on the North East Market. The successful candidate will be based at our growing Leeds city centre office.
The main elements of this role will include but not be limited to:
- Having involvement with and being responsible for obtaining information from clients in relation to tax advisory projects as well as communicating with other service lines, keeping them up to date with progress of the project and dealing with / communicating with third parties
- Assisting the Private Client Team with the provision of advice to clients including Capital Gains Tax, IHT, income tax planning, business restructuring, estates and trusts and stamp duty land tax as appropriate
- Supporting clients with their ongoing compliance needs
- Identifying advisory opportunities from the compliance portfolio
- Supporting senior tax team in dealing with adhoc queries from the wider business
- Keeping up to date with taxation legislation and identify potential issues, bringing those issues to the attention of the Senior Tax Manager, Tax Director / Tax Partner as appropriate
- Onboarding new clients and being responsible for drafting risk management documentation on all matters
Please note that we will be accepting candidates from agency suppliers in connection with this vacancy.
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- AAT / ATT qualified as a minimum
- A Full UK Driving Licence (Desirable)
- Practical knowledge of Private Client Tax
- Experience of dealing directly with clients and ensuring they receive an outstanding level of service
- Excellent communication skills (in both verbal and written form) as they will need to be able to deal directly with clients and colleagues within other service lines across the firm
The Benefits
In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
- Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Smart Working Policy, giving you the ability to balance home and remote working
- Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
- Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
- Paid professional membership fees
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.
When you're with us... we're with you.
About
To learn more about a career with Armstrong Watson, including our culture and values, visit the Careers Page of our website: Careers | Armstrong Watson
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