At a Glance
- Tasks: Manage private client tax advisory and compliance, delivering tailored solutions and exceptional service.
- Company: Join a forward-thinking firm that values diversity and collaboration.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic team culture focused on growth and inclusivity.
- Why this job: Make a real impact by advising clients on complex tax matters and building lasting relationships.
- Qualifications: ACA or CTA qualified, with personal tax experience and strong communication skills.
The predicted salary is between 47250 - 57750 £ per year.
As a Private Client Tax Manager, you will manage a portfolio of private client tax advisory and compliance work, delivering tailored tax planning solutions and exceptional client service. Working closely with Tax Directors and Partners, you will lead advisory projects, oversee compliance obligations, identify business development opportunities, and support the development of junior team members. You will collaborate across the wider firm to provide integrated client solutions while ensuring technical excellence and maintaining strong, long-term client relationships.
Department: Personal Tax
Location: Leeds
Key Responsibilities:
- Manage a portfolio of private client tax advisory and compliance work, delivering tailored advice across areas including succession planning, inheritance tax, residency, and shareholder exit strategies, while preparing technical reports for review by Tax Directors and Partners.
- Build and maintain strong client relationships, acting as a trusted adviser, responding to client queries, identifying advisory opportunities, and ensuring a consistently high standard of service.
- Oversee the commercial management of your portfolio, including work-in-progress (WIP), fee negotiations, billing, and identifying opportunities to grow existing client relationships.
- Support and develop junior team members through coaching, training, and technical guidance, fostering their professional growth and maintaining high-quality delivery across the team.
- Collaborate with colleagues across Tax and other service lines, including Audit, Corporate Finance, and Financial Planning, to deliver integrated client solutions and maximise cross-referral opportunities.
- Keep up to date with changes in tax legislation and industry developments, contributing to the firm’s practice development through technical articles, presentations, networking, process improvements, and ongoing professional development.
Skills, Knowledge & Expertise:
- ACA or CTA qualified or qualified by experience;
- Previous Personal Tax or Mixed Tax experience in a similar role is essential;
- Strong technical knowledge and the ability to carry out research into complex areas of tax legislation is required;
- Some experience across a breadth of taxes is ideal but not essential;
- Able to communicate effectively with clients and colleagues;
- Excellent time management skills in order to meet a variety of strict deadlines;
- Line management experience and willingness to mentor more junior team members.
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Private Client Manager in Leeds employer: BHP, Chartered Accountants
BHP, Chartered Accountants in Leeds, is an exceptional employer that fosters a collaborative and innovative work culture, where you can thrive as a Lead Trusts Specialist. With a strong emphasis on professional development, you'll have ample opportunities to mentor junior staff and enhance your expertise while contributing to the growth of the firm. The vibrant city of Leeds offers a dynamic environment, making it an ideal location for networking and building your external brand through industry events.
Contact Details:
BHP, Chartered Accountants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager in Leeds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as BHP, Chartered Accountants, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Manager in Leeds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch BHP, Chartered Accountants's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at BHP, Chartered Accountants. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at BHP, Chartered Accountants!
How to prepare for a job interview at BHP, Chartered Accountants
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for BHP, Chartered Accountants.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within BHP, Chartered Accountants. It helps to show our commitment!
