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- Tasks: Manage a personal tax compliance portfolio and provide tax planning services.
- Company: Join a well-known national accountancy firm focused on private wealth in the UK.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and enhanced pension.
- Why this job: Gain exposure to diverse tax projects while supporting high-net-worth clients.
- Qualifications: Must have ATT/CTA/ACA/ACCA qualifications and experience in personal tax management.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 39000 - 46000 £ per year.
Are you passionate about personal tax and want to progress your career? Do you enjoy a mix of tax compliance and planning work? Want to join a well-known firm in private wealth in the UK?
A well-known and established national accountancy firm are looking to expand their personal tax team in Leeds, bringing in a Personal Tax Manager.
Your new role as Personal Tax Manager:
- Joining a well-established personal tax team that provides services to a range of HNWIs/UHNWIs and directors, you will manage your own portfolio of clients across the UK.
- Run & manage your own personal tax compliance portfolio dealing directly with clients and other key internal and external stakeholders.
- You will support your client base with tax planning services including capital gains, inheritance tax planning and wider succession planning to name a few. Planning/advisory work will be assigned depending on your experience and skill set.
- Review and manage personal tax work of more junior members of staff within the personal tax team.
Why would you consider this firm?
- An exciting time for this firm as they expand in Yorkshire; you will be at the heart of an ambitious and motivated tax practice.
- You will get the opportunity to work with and support HNWIs with a variety of tax planning projects, meaning you will get much more tax exposure than a typical personal tax role.
- Flexible & hybrid working policy with most staff doing 3 days per week in the office.
- Competitive salary, with a solid benefits package including a bonus and enhanced pension.
What will you need to be successful?
- To be successful in the role, you need to come from a strong personal tax background, having previous experience managing a personal tax portfolio in the UK.
- You will need to be ATT / CTA / ACA / ACCA qualified.
- Tax compliance experience is important for the role, with any tax planning experience or dealing with trusts/inheritance tax a bonus.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager - Leeds employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager - Leeds
✨Tip Number 1
Network with professionals in the personal tax field, especially those who work with HNWIs and UHNWIs. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in personal tax.
✨Tip Number 2
Familiarise yourself with the specific tax compliance and planning services that the firm offers. This will not only help you understand their client base better but also allow you to discuss how your skills align with their needs during interviews.
✨Tip Number 3
Prepare to discuss your experience managing a personal tax portfolio in detail. Be ready to share specific examples of how you've handled tax compliance and planning, particularly in relation to capital gains and inheritance tax.
✨Tip Number 4
Showcase your qualifications such as ATT, CTA, ACA, or ACCA during conversations. Highlight any additional training or certifications related to trusts and inheritance tax, as this could set you apart from other candidates.
We think you need these skills to ace Personal Tax Manager - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax experience, especially any roles where you've managed a portfolio. Include specific examples of tax compliance and planning work you've done, particularly with HNWIs/UHNWIs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for personal tax and your desire to progress in your career. Mention why you are interested in this particular firm and how your skills align with their needs.
Highlight Relevant Qualifications: Clearly state your qualifications such as ATT, CTA, ACA, or ACCA. If you have experience with trusts or inheritance tax, make sure to mention it as it’s considered a bonus for this role.
Showcase Leadership Skills: Since the role involves managing junior staff, include any leadership or mentoring experience you have. This could be in the form of training new employees or leading projects within your previous roles.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest personal tax regulations and compliance requirements in the UK. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will demonstrate your expertise and confidence in the field.
✨Highlight Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've built and maintained strong client relationships. Discuss your approach to understanding client needs and how you’ve provided tailored tax planning services to high-net-worth individuals.
✨Prepare for Technical Questions
Expect technical questions related to personal tax compliance and planning, including capital gains and inheritance tax. Practise explaining your thought process and decision-making when handling these topics, as it will showcase your analytical skills and depth of knowledge.
✨Demonstrate Leadership Potential
As you'll be reviewing the work of junior staff, it's important to convey your leadership abilities. Share experiences where you've mentored or guided team members, highlighting your ability to foster a collaborative environment while ensuring high-quality work.
