At a Glance
- Tasks: Lead complex tax planning projects and provide expert guidance to clients.
- Company: Join a forward-thinking advisory firm that values your expertise.
- Benefits: Competitive salary, profit share, flexible hours, and free lunches.
- Other info: Supportive environment with genuine opportunities for career progression.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: Strong tax advisory experience; CTA qualification preferred but not essential.
The predicted salary is between 90000 - 90000 £ per year.
If you're an experienced Tax Advisory Manager who enjoys solving complex tax challenges and building trusted relationships with clients, this could be the opportunity you've been waiting for. Many tax professionals find themselves spending too much time on compliance and not enough time delivering the strategic advice that genuinely adds value. This role offers the chance to focus on high-level private client planning, working with individuals, families and business owners on matters that have a real impact on their financial future.
As a Tax Advisory Manager, you'll work on sophisticated tax planning projects covering inheritance tax, trusts, family investment companies and wider wealth preservation strategies. You'll be trusted to provide expert guidance, influence outcomes and help develop less experienced team members along the way. For an ambitious Tax Advisory Manager / Private Client Tax Adviser seeking greater variety, autonomy and career progression, this is an opportunity to join a forward-thinking advisory environment where your expertise will be recognised and rewarded.
Role Overview- Lead complex private client tax planning projects from initial strategy through to implementation
- Advise clients on inheritance tax planning, trusts, family investment companies and wealth preservation structures
- Prepare and review detailed tax analyses, technical reports and project plans
- Liaise with solicitors, HMRC and other stakeholders to ensure successful project delivery
- Identify tax planning opportunities and develop practical solutions for clients
- Review technical work completed by other members of the tax team
- Mentor and support colleagues to develop their technical knowledge and advisory skills
- CTA qualified, or equivalent, preferred but not essential
- Strong private client tax advisory experience with exposure to inheritance tax planning
- Sound technical knowledge across direct taxes including CGT, Income Tax and related planning matters
- Comfortable interpreting legislation, case law and complex technical issues
- Excellent communication skills with the ability to build trusted client relationships
- Commercially aware with a proactive and solutions-focused approach
- Enjoys supporting and developing junior team members
- Base salary up to £90,000, dependent upon experience
- Company car or car allowance
- Profit share scheme
- Private medical insurance
- Flexible working hours, including one day from home per week
- Free quality lunches four days per week
- Team building events and reward lunches
- Genuine opportunities for professional development and progression
- Supportive and collaborative working environment
Register your interest by applying today or call Ash Ball on 01926 290 290 to discuss this opportunity further, always in complete confidence.
Locations
Tax Advisory Manager in Leeds, Yorkshire employer: Addington Ball Recruitment Ltd
As a leading advisory firm, we pride ourselves on fostering a dynamic and supportive work culture that empowers our Tax Advisory Managers to excel in their roles. With a focus on professional development, flexible working arrangements, and a collaborative environment, we offer our employees the opportunity to engage in meaningful tax planning projects that truly impact clients' financial futures. Join us to enjoy competitive benefits, including a generous salary, profit share scheme, and team-building events, all while making a difference in the lives of individuals and families.
Contact Details:
Addington Ball Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Advisory Manager in Leeds, Yorkshire
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with fellow tax professionals. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on LinkedIn by sharing insights on tax planning and engaging with others in the field. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions related to tax advisory roles. Be ready to discuss your experience with inheritance tax and trusts, and how you've added value to clients in the past.
✨Tip Number 4
Don't forget to apply through our website! We’re always on the lookout for talented Tax Advisory Managers. Your next big opportunity could be just a click away!
We think you need these skills to ace Tax Advisory Manager in Leeds, Yorkshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Tax Advisory Manager role. Highlight your expertise in private client tax planning and any relevant projects you've led.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about tax advisory work. Share examples of how you've solved complex tax challenges and built strong client relationships in the past.
Showcase Your Technical Knowledge:In your application, don't shy away from discussing your technical knowledge of inheritance tax, trusts, and other relevant areas. We want to see how you can bring value to our team with your expertise.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Addington Ball Recruitment Ltd
✨Know Your Tax Legislation
Brush up on the latest tax legislation and case law relevant to inheritance tax, trusts, and family investment companies. Being able to discuss recent changes or landmark cases will show your depth of knowledge and commitment to staying informed.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built trusted relationships with clients in the past. Think about specific instances where your advice made a significant impact on their financial decisions. This will demonstrate your ability to connect and communicate effectively.
✨Demonstrate Your Problem-Solving Abilities
Be ready to discuss complex tax challenges you've faced and how you approached them. Highlight your strategic thinking and solutions-focused mindset, as this role requires someone who can identify opportunities and develop practical solutions for clients.
✨Mentorship Matters
Since mentoring junior team members is part of the role, think of examples where you've supported colleagues in their development. Discuss how you’ve shared your technical knowledge and helped others grow, showcasing your leadership potential.
