11 Tax Planning jobs in Leeds

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team:

We are looking for a dedicated and experienced Personal Tax Assurance/Compliance Manager to join our Private Client Tax Team in Leeds . The successful candidate will be responsible for managing and delivering high-quality tax compliance and assurance services to a diverse portfolio of clients, including individuals, partnerships, business owner-managers, and trustees.

We are also open to speaking with Senior Associates/Assistant Managers looking to step up into a Manager level position.

What You'll Do:

As a Private Client Tax Assurance/Compliance Manager you will:

• Provide comprehensive tax compliance and assurance services to individuals, partnerships, trusts, and estates.
• Review personal, trust and partnership tax returns and other necessary forms to ensure clients meet all their tax obligations.
• Develop, maintain, and own client relationships, spotting opportunities for tax advice.
• Manage and mentor junior tax staff, providing guidance and support to enhance their professional development.
• Ensuring WIP analysis and billing are kept up to date

What You'll Bring:

• Minimum of 5 years of experience in personal tax compliance or assurance
• Professional qualification such as ACA, ACCA, CTA, or equivalent.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in tax software (CCH) and Microsoft Office applications.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

Leeds Office – Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.

Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits

We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.

Key Responsibilities:

• Develop and maintain financial models to support budgeting, forecasting, and decision-making.

• Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.

• Provide insight to drive business performance and support strategic decisions.

• Communicate financial information effectively to both finance and non-finance stakeholders.

Requirements:

• Part-qualified or qualified accountant (ACCA, CIMA, ACA).

• Strong analytical and problem-solving skills.

• Proficient in Power BI or a similar tool.

• Experience in financial planning, forecasting, and reporting.

• Excellent communication and interpersonal skills.

This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.

To apply: Please submit your CV for immediate consideration.

Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits

We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.

Key Responsibilities:

• Develop and maintain financial models to support budgeting, forecasting, and decision-making.

• Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.

• Provide insight to drive business performance and support strategic decisions.

• Communicate financial information effectively to both finance and non-finance stakeholders.

Requirements:

• Part-qualified or qualified accountant (ACCA, CIMA, ACA).

• Strong analytical and problem-solving skills.

• Proficient in Power BI or a similar tool.

• Experience in financial planning, forecasting, and reporting.

• Excellent communication and interpersonal skills.

This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.

To apply: Please submit your CV for immediate consideration.

• Prepare and analyze monthly, quarterly, and annual management accounts, including profit and loss statements, balance sheets, and cash flow statements.
• Develop and manage the annual budgeting process and rolling forecasts.
• Conduct variance analysis, investigate discrepancies, and provide explanations to management.
• Prepare financial models and scenario analyses to support strategic initiatives.
• Assist in the implementation and improvement of financial systems and processes.
• Provide financial support and guidance to various departments, including non-finance stakeholders.
• Develop key performance indicators (KPIs) and monitor business performance against targets.
• Ensure the integrity and accuracy of financial data.
• Contribute to the preparation of board papers and presentations.
• Support internal and external audits.
• Identify opportunities for cost savings and efficiency improvements.
• Mentor junior members of the finance team.

• Qualified Accountant (ACA, ACCA, CIMA, or equivalent) with a strong academic background.
• Minimum of 5 years of experience in management accounting, financial analysis, or a related role.
• Proven experience in budgeting, forecasting, and financial modeling.
• Advanced proficiency in Excel and financial reporting software.
• Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is highly desirable.
• Strong understanding of accounting principles and management accounting techniques.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly.
• Ability to work independently and meet tight deadlines.
• Experience in a specific industry sector (e.g., manufacturing, retail, technology) may be advantageous.
• This role requires your presence in our **Leeds** office to foster close collaboration with the finance team and business leaders.

Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive.

The Opportunity:

We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens.

Key Responsibilities:

• Deliver expert guidance to clients on a range of tax issues through phone and email.
• Gather essential information, perform research, and provide accurate, detailed advice.
• Reference and apply relevant legislation to resolve client inquiries.
• Collaborate with internal teams to stay current on evolving legislation and best practices.

Qualifications and Skills:

• ATT or CTA tax qualification.
• Strong experience in general tax, gained in practice, industry, or HMRC.
• An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a remote team.

This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment.

45993CH5R15

INDFIR

Our client is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice. As a trusted partner, they aim to eliminate uncertainty and reduce errors, ensuring businesses thrive.

The Opportunity:

We are looking for a dedicated and qualified tax specialist to join a dynamic team in a client-facing role. In this position, you'll provide expert advice on tax matters via phone and email, conducting necessary research and offering well-informed insights. With no timesheets to manage and full flexibility to work remotely, this is a unique opportunity for tax professionals seeking a client-centered role without the administrative burdens.

Key Responsibilities:

• Deliver expert guidance to clients on a range of tax issues through phone and email.
• Gather essential information, perform research, and provide accurate, detailed advice.
• Reference and apply relevant legislation to resolve client inquiries.
• Collaborate with internal teams to stay current on evolving legislation and best practices.

Qualifications and Skills:

• ATT or CTA tax qualification.
• Strong experience in general tax, gained in practice, industry, or HMRC.
• An inquisitive, detail-oriented approach with a passion for staying updated on tax legislation.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a remote team.

This role offers flexibility and autonomy, making it ideal for experienced tax professionals looking to work in a client-focused, supportive environment.

45993CH5R15

INDFIR